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  2. BEALL'S INC. & SUBSIDIARIES
Sponsor portfolioTH

BEALL'S INC. & SUBSIDIARIES

EIN 59-0243800-Latest filing 2025
Plans
2
Retirement
1
$118.2M assets
Welfare
1
$1.5M premiums
Participants
15,766
1806 38TH AVENUE EAST - BRADENTON, FL 34208941-744-4309
Plans on this EIN
2 filings
#001401k-$118.2M - 11,225 part#503Mixed-$1.5M - 4,189 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 4,189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$966K
  • Long-term disability$966K
  • Vision$188K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA64%
  • AFLAC24%
  • VISION SERVICE PLAN12%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • GORDON E. HANNAWAY2%
Total $218K2 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

BEALL'S EMPLOYEES' SAVINGS TRUST

401k

Assets$118.2M
Participants11,225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BEALL'S CHOICE PLUS PLAN FKA BEALL'S MEDICAL PREMIUM PAYMENT

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives4,189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEALL'S EMPLOYEES' SAVINGS TRUST401k$118.2M11,2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BEALL'S CHOICE PLUS PLAN FKA BEALL'S MEDICAL PREMIUM PAYMENTMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.5M4,1892025
Retirement plans
Welfare plans
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