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Sponsor portfolio

BAYVIEW ASSET MANAGEMENT LLC

EIN 26-2961971-financial services-Latest filing 2025
Plans
2
Retirement
1
$270.8M assets
Welfare
1
$868K premiums
Participants
3,328
4425 PONCE DE LEON BOULEVARD, FLOOR 2, #300 - CORAL GABLES, FL 33146305-646-6442bayviewassetmanagement.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$270.8M - 2,509 part#501Mixed-$868K - 1,059 lives

Benefits portfolio analytics

1 plan / $868K premiums / 1,059 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$796K
  • Life$557K
  • Long-term disability$557K
  • Vision$71K
  • Health$152
Total $868K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • ZURICH AMERICAN INSURANCE COMPANY64%
  • UNITEDHEALTHCARE INSURANCE COMPANY24%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $868K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $120K1 slice

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 - ZURICH AMERICAN INSURANCE COMPANY

Premiums$868K
Covered lives1,059
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN401k$270.8M2,5092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAYVIEW ASSET MANAGEMENT HEALTH & WELFARE PLANMixedZURICH AMERICAN INSURANCE COMPANY$868K1,0592024
Retirement plans
Welfare plans
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