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Sponsor portfolio

BRISTOL GROUP, INC.

EIN 31-1491447-construction-Latest filing 2024
Plans
2
Retirement
1
$165K assets
Welfare
1
$81K premiums
Participants
117
1115 DELAWARE AVE, SUITE 200 - LEXINGTON, KY 40505859-233-9050bristolgrp.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$165K - 37 part#501Mixed-$81K - 80 lives

Benefits portfolio analytics

1 plan / $81K premiums / 80 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$78K
  • Short-term disability$78K
  • Long-term disability$78K
  • Other$78K
  • Dental$3K
  • Vision$3K
Total $81K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY97%
  • CONCERN EAP3%
Total $81K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • BENEFIT INSURANCE MARKETING, INC.77%
  • MERCER HEALTH AND BENEFITS, LLC23%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRISTOL GROUP, INC. 401(K) PLAN

401k

Assets$165K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRISTOL GROUP, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$81K
Covered lives80
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRISTOL GROUP, INC. 401(K) PLAN401k$165K372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRISTOL GROUP, INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$81K802024
Retirement plans
Welfare plans
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