Assets by plan
Share of aggregate retirement assets
Filings through .
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Bleakley Financial Group, LLC
EIN 47-2523848Finance and InsuranceLatest filing 2025
Plans
5
Retirement
2
$32.9M assets
Health & Benefits
3
$1.1M premiums
Participants
688
300 KIMBAL DRIVE, SUITE 310 - PARSIPPANY, NJ 07054973-575-4180
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $32.9M assets / 195 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.1M premiums / 441 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$677K
- Short-term disability$271K
- Life$210K
- Long-term disability$210K
- Other$210K
- Dental$199K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ONEPOINT BFG WEALTH PARTNERS 401(K) PLAN
401(k)
Assets$22.4M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN
401(k)
Assets$10.4M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BLEAKLEY FINANCIAL GROUP LLC HEALTH PLAN
Self-funded - HCC LIFE INSURANCE COMPANY
Premiums$677K
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$271K
Covered lives167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$199K
Covered lives149
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ONEPOINT BFG WEALTH PARTNERS 401(K) PLAN | 401(k) | $22.4M | 164 | 2025 |
| #002 | BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN | 401(k) | $10.4M | 31 | 2024 |
- #001 · 401(k) · 2025164
- #002 · 401(k) · 202431
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BLEAKLEY FINANCIAL GROUP LLC HEALTH PLAN | Self-funded | HCC LIFE INSURANCE COMPANY | $677K | 125 | 2025 |
| #503 | BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $271K | 167 | 2025 |
| #502 | BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $199K | 149 | 2025 |
- #501 · Self-funded · HCC LIFE INSURANCE COMPANY · 2025125
- #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025167
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025149
Retirement plans
Health & Benefits plans