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BAUER FAMILY RESOURCES

EIN 35-1165883-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$772K assets
Welfare
1
$102K premiums
Participants
254
330 FOUNTAIN STREET, PO BOX 1186 - LAFAYETTE, IN 479021186765-742-5046bauerfamilyresources.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$772K - 108 part#501Mixed-$102K - 195 lives

Benefits portfolio analytics

1 plan / $102K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$102K
  • Vision$102K
  • Life$102K
  • Long-term disability$102K
  • Other$102K
Total $102K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $102K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • GIBSON INSURANCE AGENCY, INC.73%
  • GIS BENEFITS INC27%
Total $18K2 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

BAUER FAMILY RESOURCES, INC. RETIREMENT READINESS 401(K) PLAN

401k

Assets$772K
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNUM

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$102K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAUER FAMILY RESOURCES, INC. RETIREMENT READINESS 401(K) PLAN401k$772K1082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNUMMixedPRINCIPAL LIFE INSURANCE COMPANY$102K1952024
Retirement plans
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