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Sponsor portfolio

BRADLEY MANAGEMENT, LLC

EIN 47-3449465-Latest filing 2025
Plans
2
Retirement
1
$605K assets
Welfare
1
$675K premiums
Participants
285
310 4TH AVE SOUTH, SUITE 5010, PMB 96326 - MINNEAPOLIS, MN 55415
Plans on this EIN
2 filings
#001401k-$605K - 172 part#501Fully Insured-$675K - 111 lives

Benefits portfolio analytics

1 plan / $675K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$623K
  • Prescription drug$623K
  • Dental$52K
  • Vision$52K
  • Life$52K
  • Short-term disability$52K
  • +1 more
Total $675K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $675K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $39K1 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

BRADLEY MANAGEMENT LLC 401(K) PLAN

401k

Assets$605K
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRADLEY MANAGEMENT, LLC DBA DIETITIAN LIVE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$675K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRADLEY MANAGEMENT LLC 401(K) PLAN401k$605K1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRADLEY MANAGEMENT, LLC DBA DIETITIAN LIVE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA$675K1112025
Retirement plans
Welfare plans
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