Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$460K
- Short-term disability$460K
- Long-term disability$460K
- Other$460K
- Vision$53K
Sponsor portfolio
BLUM, INC.
EIN 56-1155595ManufacturingLatest filing 2025
Plans
3
Retirement
1
$66.5M assets
Welfare
2
$514K premiums
Participants
1,199
7733 OLD PLANK RD - STANLEY, NC 28164704-827-1345
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $514K premiums / 742 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- EYEMED VISION CARE10%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLUM, INC. EMPLOYEES 401(K) PLAN
401k
Assets$66.5M
Participants595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUM, INC. EMPLOYEE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$514K
Covered lives742
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BLUM INC EMPLOYEE FLEXIBLE SPENDING ACCT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUM, INC. EMPLOYEES 401(K) PLAN | 401k | $66.5M | 595 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUM, INC. EMPLOYEE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $514K | 742 | 2025 | |
| 503 | BLUM INC EMPLOYEE FLEXIBLE SPENDING ACCT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans