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  2. BEAR PROPERTY MANAGEMENT, INC.
Sponsor portfolio

BEAR PROPERTY MANAGEMENT, INC.

EIN 39-1650148-real estate-Latest filing 2024
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$7K premiums
Participants
351
4015 80TH STREET - KENOSHA, WI 53142262-697-9616bearproperty.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.6M - 196 part#504Fully Insured-$7K - 155 lives

Benefits portfolio analytics

1 plan / $7K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$5K
  • Life$2K
  • Other$2K
Total $7K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $7K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VIZANCE, INC.100%
Total $7011 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BEAR REAL ESTATE GROUP 401(K) PLAN

401k

Assets$7.6M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BEAR PROPERTY MANAGEMENT, INC. LIFE & DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$7K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEAR REAL ESTATE GROUP 401(K) PLAN401k$7.6M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BEAR PROPERTY MANAGEMENT, INC. LIFE & DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$7K1552024
Retirement plans
Welfare plans
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