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Sponsor portfolio

BLEAKLEY FINANCIAL GROUP, LLC

EIN 47-2523848-Finance and Insurance-Latest filing 2025
Plans
5
Retirement
2
$32.9M assets
Welfare
3
$1.1M premiums
Participants
688
300 KIMBAL DRIVE, SUITE 310 - PARSIPPANY, NJ 07054973-575-4180
Plans on this EIN
5 filings
#001401k-$22.4M - 164 part#002401k-$10.4M - 31 part#501Self Funded-$677K - 125 lives#503Fully Insured-$271K - 167 lives#502Fully Insured-$199K - 149 lives

Retirement portfolio analytics

2 plans aggregated / $32.9M assets / 195 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • WEALTH PARTNERS 401(K) (#001)68%
  • PROFIT SHARING PLAN (#002)32%
Total $32.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEALTH PARTNERS 401(K) (#001)164
  • PROFIT SHARING PLAN (#002)31
Total 195Click row to drill in

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
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HCC LIFE INSURANCE COMPANY59%
  • SUN LIFE ASSURANCE COMPANY OF CANADA24%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • HUB INTERNATIONAL MIDWEST LIMITED57%
  • PATRIOT GROWTH INSURANCE SERVICES17%
  • ENROLLEASE15%
  • PROFESSIONAL GROUP PLANS INC11%
Total $84K4 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

ONEPOINT BFG WEALTH PARTNERS 401(K) PLAN

401k

Assets$22.4M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN

401k

Assets$10.4M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLEAKLEY FINANCIAL GROUP LLC HEALTH PLAN

Self Funded - HCC LIFE INSURANCE COMPANY

Premiums$677K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$271K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$199K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ONEPOINT BFG WEALTH PARTNERS 401(K) PLAN401k$22.4M1642025
002BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN401k$10.4M312024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLEAKLEY FINANCIAL GROUP LLC HEALTH PLANSelf FundedHCC LIFE INSURANCE COMPANY$677K1252025
503BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$271K1672025
502BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$199K1492025
Retirement plans
Welfare plans
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