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Sponsor portfolio

BELL PARTNERS INC.

EIN 56-1148631-real estate-Latest filing 2025
Plans
2
Retirement
1
$59.2M assets
Welfare
1
$1.6M premiums
Participants
4,458
300 NORTH GREENE STREET, SUITE 1000 - GREENSBORO, NC 27401336-232-5511bellpartnersinc.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$59.2M - 2,419 part#501Mixed-$1.6M - 1,939 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,939 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Vision$136K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA82%
  • RELIASTAR LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE8%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • IMG0%
Total $289K3 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

BELL PARTNERS INC. 401(K) RETIREMENT PLAN

401k

Assets$59.2M
Participants2,419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELL PARTNERS INC. EMPLOYEE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives1,939
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELL PARTNERS INC. 401(K) RETIREMENT PLAN401k$59.2M2,4192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELL PARTNERS INC. EMPLOYEE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.6M1,9392025
Retirement plans
Welfare plans
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