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Sponsor portfolio

BALD HEAD ISLAND LIMITED, LLC

EIN 56-1370414-accounting-Latest filing 2025
Plans
3
Retirement
1
$4.2M assets
Welfare
2
$1.6M premiums
Participants
195
PO BOX 10809 - SOUTHPORT, NC 28461910-448-2267bhibarge.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401k-$4.2M - 129 part#502Fully Insured-$876K - 138 lives#501Fully Insured-$702K - 111 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$764K
  • Life$762K
  • Short-term disability$762K
  • Health$750K
  • Prescription drug$750K
  • Dental$65K
  • +1 more
Total $841K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA8%
  • COMMUNITY EYE CARE1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $841K5 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • ENROLLEASE34%
  • HAROLD W WELLS & SONS INC29%
  • DIGITAL INSURANCE LLC25%
  • GLENN ZIMMERMAN INC4%
  • DANIEL F. VULIN3%
  • +3 more
Total $30K8 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

BALD HEAD ISLAND LIMITED LLC 401(K) RETIREMENT SAVIGS PLAN

401k

Assets$4.2M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BALD HEAD ISLAND LIMITED LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$876K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BALD HEAD ISLAND LIMITED LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$702K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALD HEAD ISLAND LIMITED LLC 401(K) RETIREMENT SAVIGS PLAN401k$4.2M1292025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BALD HEAD ISLAND LIMITED LLC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$876K1382025
501BALD HEAD ISLAND LIMITED LLC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$702K1112024
Retirement plans
Welfare plans
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