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Sponsor portfolio

BAILIWICK SERVICES, LLC

EIN 41-1802919-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$92K assets
Welfare
1
$3.0M premiums
Participants
4
4260 NOREX DRIVE - CHASKA, MN 55318952-556-5502LinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$92K - 4 part#550Fully Insured-$3.0M - 584 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$161K
  • Short-term disability$69K
  • Life$50K
  • Other$50K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $109K1 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

BAILIWICK SERVICES, LLC RETIREMENT SAVINGS PLAN

401k

Assets$92K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

BAILIWICK SERVICES LLC GROUP BENEFITS WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$3.0M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAILIWICK SERVICES, LLC RETIREMENT SAVINGS PLAN401k$92K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550BAILIWICK SERVICES LLC GROUP BENEFITS WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$3.0M5842024
Retirement plans
Welfare plans
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