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Sponsor portfolio

BOBCAT ENTERPRISES, INC.

EIN 31-0860716-business supplies and equipment-Latest filing 2024
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$448K premiums
Participants
375
9605 PRINCETON-GLENDALE RD. - WEST CHESTER, OH 45011513-874-8945bobcat-ent.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$14.6M - 212 part#511Mixed-$448K - 162 lives

Benefits portfolio analytics

1 plan / $448K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$278K
  • Vision$278K
  • Life$278K
  • Short-term disability$278K
  • Long-term disability$278K
  • Stop-loss$170K
Total $448K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA62%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY38%
Total $448K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $37K1 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

BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN

401k

Assets$14.6M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

BOBCAT ENTERPRISES WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$448K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN401k$14.6M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511BOBCAT ENTERPRISES WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$448K1622024
Retirement plans
Welfare plans
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