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Sponsor portfolio

BE'S REFRESHMENTS, INC.

EIN 39-1717634-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$934K premiums
Participants
341
3330 S. RIDGE RD. - GREEN BAY, WI 54304920-983-2318besrefreshments.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$6.5M - 237 part#501Fully Insured-$934K - 103 lives

Benefits portfolio analytics

1 plan / $934K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$845K
  • Dental$64K
  • Life$17K
  • Short-term disability$17K
  • Vision$9K
Total $934K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PREVEA360 HEALTH PLAN90%
  • DELTA DENTAL OF CALIFORNIA7%
  • AFLAC2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $934K4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • 5GBENEFITS LLC94%
  • PAMELA NOWAK2%
  • RANDA SCHINDEL2%
  • ANDREW BLANK1%
  • SHANNON A LADING1%
  • +2 more
Total $55K7 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

BE'S REFRESHMENTS, INC. 401(K) PLAN

401k

Assets$6.5M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BE'S REFRESHMENTS, INC. WELFARE BENEFIT PLAN

Fully Insured - PREVEA360 HEALTH PLAN

Premiums$934K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BE'S REFRESHMENTS, INC. 401(K) PLAN401k$6.5M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BE'S REFRESHMENTS, INC. WELFARE BENEFIT PLANFully InsuredPREVEA360 HEALTH PLAN$934K1032025
Retirement plans
Welfare plans
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