Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.1M
- Vision$1.1M
- Stop-loss$1.1M
- Short-term disability$141K
- Long-term disability$141K
- Other$141K
- +1 more
Sponsor portfolio
BLAKE & PENDLETON, INC.
EIN 58-1094736machineryLatest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$1.3M premiums
Participants
493
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 228 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- ANTHEM LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
83%top
- SANFORD INSURANCE LLC83%
- THE CASON GROUP INC15%
- MCGRIFF INSURANCE SERVICES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BLAKE & PENDLETON, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$14.6M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLAKE & PENDLETON, INC. WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$1.3M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BLAKE & PENDLETON, INC. 401(K) PROFIT SHARING PLAN | 401k | $14.6M | 265 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLAKE & PENDLETON, INC. WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $1.3M | 228 | 2025 |
Retirement plans
Welfare plans