Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$188K
- Life$157K
- Short-term disability$157K
- Long-term disability$157K
- Other$157K
- Vision$24K
Sponsor portfolio
BALSAM BRANDS INC.
EIN 47-3255205retailLatest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$368K premiums
Participants
445
700 JEFFERSON AVENUE, 2ND FLOOR - REDWOOD CITY, CA 94063888-552-2572balsambrands.comLinkedIn201-500 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $368K premiums / 387 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- DELTA DENTAL OF CALIFORNIA51%
- UNITED OF OMAHA LIFE INSURANCE COMPANY43%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
Broker market share
Schedule A broker compensation
98%top
- GALLAGHER BENEFIT SERVICES, INC.98%
- HUB INTERNATIONAL MIDWEST LIMITED2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BALSAM BRANDS INC. RETIREMENT TRUST
401k
Assets$22.0M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BALSAM BRANDS HEALTH AND WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$368K
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BALSAM BRANDS INC. RETIREMENT TRUST | 401k | $22.0M | 272 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BALSAM BRANDS HEALTH AND WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF CALIFORNIA | $368K | 387 | 2025 |
Retirement plans
Welfare plans