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Sponsor portfolio

BEARING TECHNOLOGIES, LTD

EIN 34-1851026-automotive-Latest filing 2025
Plans
3
Retirement
1
$17.7M assets
Welfare
2
$1.4M premiums
Participants
541
1141 JAYCOX ROAD - AVON, OH 44011440-937-4770brgtec.comLinkedIn51-200 employeesautomotive
Plans on this EIN
3 filings
#001401k-$17.7M - 186 part#501Fully Insured-$1.3M - 233 lives#504Fully Insured-$120K - 211 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$120K
  • Short-term disability$120K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • COMMUNITY INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • JEFF HARNED6%
  • THE FEDELI GROUP-0%
Total $49K3 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

BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN

401k

Assets$17.7M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEARING TECHNOLOGIES, LTD HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.3M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BEARING TECHNOLOGIES, LTD LIFE AND DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$120K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN401k$17.7M1862024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEARING TECHNOLOGIES, LTD HEALTH AND WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.3M2332025
504BEARING TECHNOLOGIES, LTD LIFE AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$120K2112025
Retirement plans
Welfare plans
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