Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Dental$6.6M
- Vision$6.6M
- Prescription drug$6.6M
- Other$483K
- Life$391K
- +2 more
Sponsor portfolio
BAKKT, LLC
EIN 37-1906173financial servicesLatest filing 2024
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$7.0M premiums
Participants
1,687
5900 WINDWARD PARKWAY #450 - ALPHARETTA, GA 30005678-534-5849bakkt.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.0M premiums / 1,000 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
80%top
- OAKBRIDGE INSURANCE AGENCY, LLC80%
- A2 HOLDINGS, LLC20%
- ALLSTATE BENEFITS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAKKT 401(K) PLAN
401k
Assets$40.4M
Participants1,126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BAKKT HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.0M
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAKKT 401(K) PLAN | 401k | $40.4M | 1,126 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BAKKT HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.0M | 1,000 | 2024 |
Retirement plans
Welfare plans