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Sponsor portfolio

BALT USA LLC

EIN 45-2559253-medical devices-Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$7.2M premiums
Participants
781
29 PARKER - IRVINE, CA 92618949-788-1443balt-usa.comLinkedIn51-200 employeesmedical devices
Plans on this EIN
2 filings
#001401k-$15.5M - 373 part#501Fully Insured-$7.2M - 624 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Dental$6.9M
  • Vision$6.9M
  • Life$236K
  • Short-term disability$236K
  • Long-term disability$236K
  • +1 more
Total $7.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $7.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $401K1 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

BALT USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$15.5M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALT USA LLC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE

Premiums$7.2M
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALT USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$15.5M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALT USA LLC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE$7.2M6242025
Retirement plans
Welfare plans
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