PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BI WORLDWIDE
Sponsor portfolioTH

BI WORLDWIDE

EIN 41-0688799-management consulting-Latest filing 2024
Plans
2
Retirement
1
$299.7M assets
Welfare
1
$1.5M premiums
Participants
2,270
7630 BUSH LAKE ROAD - EDINA, MN 55439952-835-4800biworldwide.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$299.7M - 1,265 part#501Fully Insured-$1.5M - 1,561 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,561 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$829K
  • Health$634K
  • Dental$634K
  • Short-term disability$222K
  • Long-term disability$194K
  • Life$180K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
  • HEALTHPARTNERS INSURANCE COMPANY42%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $1.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • AON CONSULTING INC56%
  • CUSTOM BENEFIT PROGRAMS INC44%
Total $25K2 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

BI WORLDWIDE SAVINGS PLAN

401k

Assets$299.7M
Participants1,265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BI WORLDWIDE, A TRADENAME OF SCHOENECKERS, INC. WELFARE BENEFIT PLAN

Fully Insured - HEALTHPARTNERS

Premiums$1.5M
Covered lives1,561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BI WORLDWIDE SAVINGS PLAN401k$299.7M1,2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BI WORLDWIDE, A TRADENAME OF SCHOENECKERS, INC. WELFARE BENEFIT PLANFully InsuredHEALTHPARTNERS$1.5M1,5612024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica