PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BOARD OF TRUSTEES BAKERY DRIVERS LOCAL 802 PENSION FUND
Sponsor portfolio

BOARD OF TRUSTEES BAKERY DRIVERS LOCAL 802 PENSION FUND

EIN 51-6112573-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
1
$79.4M assets
Welfare
1
$13.2M premiums
Participants
2,156
2070 DEER PARK AVE. 1ST FLOOR - DEER PARK, NY 117292134516-378-2011
Plans on this EIN
2 filings
#001TraditionalDB-$79.4M - 1,524 part#501Mixed-$13.2M - 1,500 lives

Benefits portfolio analytics

1 plan / $13.2M premiums / 1,500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.8M
  • Prescription drug$12.8M
  • Dental$245K
  • Life$53K
  • Other$53K
  • Vision$49K
Total $13.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • EMBLEMHEALTH97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
  • GENERAL VISION SERVICES0%
Total $13.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LENCOR BENEFITS LLC97%
  • CENTERSTONE INSURANCE AND FINANCIAL3%
  • LIDAC EMPLOYEE BENEFIT SOLUTIONS0%
Total $1.2M3 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

BAKERY DRIVERS LOCAL 802 PENSION FUND

TraditionalDB

Assets$79.4M
Participants1,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKERY DRIVERS LOCAL 802 WELFARE FUND

Mixed - EMBLEM HEALTH

Premiums$13.2M
Covered lives1,500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAKERY DRIVERS LOCAL 802 PENSION FUNDTraditionalDB$79.4M1,5242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKERY DRIVERS LOCAL 802 WELFARE FUNDMixedEMBLEM HEALTH$13.2M1,5002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica