Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Prescription drug$1.4M
- Other$314K
- Vision$290K
- Life$290K
- +2 more
Sponsor portfolio
BESPOKE PARTNERS, LLC
EIN 36-5004961Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$1.7M premiums
Participants
321
1300 EAST 5TH STREET, SUITE 310 - AUSTIN, TX 78702210-323-6866
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 178 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- CALIFORNIA PHYSICIANS SERVICE82%
- METROPOLITAN LIFE INSURANCE COMPANY17%
- AFLAC1%
- WORKERS ASSISTANCE PROGRAM, INC.0%
Broker market share
Schedule A broker compensation
39%top
- HUB INTERNATIONAL MIDWEST LIMITED39%
- USI INSURANCE SERVICES LLC31%
- AMWINS13%
- UNKNOWN13%
- SUNRISE BENEFITS AND INS SERV INC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BESPOKE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$8.9M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BESPOKE PARTNERS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.7M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BESPOKE PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $8.9M | 143 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BESPOKE PARTNERS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.7M | 178 | 2025 |
Retirement plans
Welfare plans