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  2. THE BUDD GROUP, INC.
Sponsor portfolioTH

THE BUDD GROUP, INC.

EIN 56-0750470-facilities services-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$6.9M premiums
Participants
3,235
PO BOX 25128 - WINSTON-SALEM, NC 271145128336-765-7690buddgroup.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
2 filings
#003401k-$7.2M - 2,610 part#502Fully Insured-$6.9M - 1,683 lives

Benefits portfolio analytics

1 plan / $6.9M premiums / 1,683 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Dental$6.4M
  • Vision$6.4M
  • Other$480K
  • Life$355K
  • Short-term disability$355K
  • +1 more
Total $6.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • USABLE LIFE5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $6.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MCGRIFF INSURANCE SERVICES INC74%
  • MOSAIC GROUP SERVICES15%
  • THE BENEFIT COMPANY INC11%
Total $125K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BUDD GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$7.2M
Participants2,610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SALARY REDUCTION PLAN OF THE BUDD GROUP

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.9M
Covered lives1,683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BUDD GROUP, INC. 401(K) SAVINGS PLAN401k$7.2M2,6102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SALARY REDUCTION PLAN OF THE BUDD GROUPFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.9M1,6832025
Retirement plans
Welfare plans
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