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Sponsor portfolio

BARTLETT HOMES & ROOFING LLC

EIN 47-3524614-construction-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$1.0M premiums
Participants
309
370 N MITCHELL STREET - BOISE, ID 83704801-680-4997bartlettroofs.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$1.1M - 176 part#501Fully Insured-$1.0M - 186 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.0M
  • Vision$1.0M
  • Health$923K
  • Life$88K
  • Short-term disability$88K
  • Other$88K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • GREGORY AUTUORI80%
  • BENNIE INSURANCE, LLC12%
  • PROFESSIONAL GROUP PLAND INC8%
Total $52K3 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

BARTLETT ROOFING 401(K) PLAN

401k

Assets$1.1M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARTLETT HOMES AND ROOFING BENEFIT PLAN

Fully Insured - BLUE CROSS OF IDAHO

Premiums$1.0M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARTLETT ROOFING 401(K) PLAN401k$1.1M1762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARTLETT HOMES AND ROOFING BENEFIT PLANFully InsuredBLUE CROSS OF IDAHO$1.0M1862025
Retirement plans
Welfare plans
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