Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.0M
- Life$482K
- Long-term disability$482K
- Vision$97K
Sponsor portfolio
BAYVIEW ASSET MANAGEMENT LLC
EIN 26-2961971financial servicesLatest filing 2025
Plans
2
Retirement
1
$270.8M assets
Welfare
1
$1.1M premiums
Participants
3,256
4425 PONCE DE LEON BOULEVARD, FLOOR 2, #300 - CORAL GABLES, FL 33146305-646-6442bayviewassetmanagement.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 700 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- UNITEDHEALTHCARE INSURANCE COMPANY47%
- AFLAC44%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN
401k
Assets$270.8M
Participants2,509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BAYVIEW ASSET MANAGEMENT HEALTH & WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | 401k | $270.8M | 2,509 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAYVIEW ASSET MANAGEMENT HEALTH & WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 700 | 2025 |
Retirement plans
Welfare plans