Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$592K
- Dental$112K
- Vision$84K
- Other$84K
Sponsor portfolio
B & J SPECIALTY, INC.
EIN 35-1794553consumer goodsLatest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$788K premiums
Participants
611
7919 NORTH 100 EAST - WAWAKA, IN 46794260-761-5011bjspecialtyinc.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $788K premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- HCC LIFE INSURANCE COMPANY75%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
- PRINCIPAL LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- PRO-CLAIM PLUS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
B & J GROUP RETIREMENT PLAN
401k
Assets$5.4M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
B & J SPECIALTY GROUP EMPLOYEE BENEFIT PLAN
Mixed - THE NORTH RIVER INSURANCE COMPANY
Premiums$788K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | B & J GROUP RETIREMENT PLAN | 401k | $5.4M | 253 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | B & J SPECIALTY GROUP EMPLOYEE BENEFIT PLAN | Mixed | THE NORTH RIVER INSURANCE COMPANY | $788K | 358 | 2025 |
Retirement plans
Welfare plans