Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$240K
- Life$240K
- Long-term disability$240K
- Other$240K
Sponsor portfolioTH
BESSEMER MANAGEMENT COMPANY
EIN 34-0323340transportation/trucking/railroadLatest filing 2025
Plans
5
Retirement
1
$23.7M assets
Welfare
4
$674K premiums
Participants
543
8777 ROCKSIDE ROAD - CLEVELAND, OH 44125216-341-3322kaplantrucking.comLinkedIn201-500 employeestransportation/trucking/railroad
Benefits portfolio analytics
4 plans / $674K premiums / 715 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
BESSEMER MANAGEMENT COMPANY 401(K) PLAN
401k
Assets$23.7M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BESSEMER MANAGEMENT COMPANY WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$240K
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BESSEMER MANAGEMENT COMPANY WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$217K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
KAPLAN TRUCKING COMPANY ANCILLARY BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$216K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
KAPLAN TRUCKING COMPANY WELFARE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BESSEMER MANAGEMENT COMPANY 401(K) PLAN | 401k | $23.7M | 286 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BESSEMER MANAGEMENT COMPANY WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $240K | 257 | 2025 | |
| 503 | BESSEMER MANAGEMENT COMPANY WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $217K | 236 | 2024 | |
| 502 | KAPLAN TRUCKING COMPANY ANCILLARY BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $216K | 222 | 2024 | |
| 501 | KAPLAN TRUCKING COMPANY WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans