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Sponsor portfolio

BCA FINANCIAL SERVICES, INC.

EIN 59-0802163-financial services-Latest filing 2025
Plans
3
Retirement
1
$4.5M assets
Welfare
2
$953K premiums
Participants
334
18001 OLD CUTLER ROAD, SUITE 462 - MIAMI, FL 33157305-909-2200bcafs.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$4.5M - 126 part#502Fully Insured-$886K - 105 lives#501Fully Insured-$68K - 137 lives

Benefits portfolio analytics

2 plans / $953K premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$886K
  • Prescription drug$886K
  • Dental$68K
  • Vision$68K
  • Life$68K
Total $953K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • UPMC HEALTH OPTIONS21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $953K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BCA FINANCIAL SERVICES INC. 401(K) PLAN

401k

Assets$4.5M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BCA FINANCIAL SERVICES, INC. MEDICAL BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$886K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BCA FINANCIAL SERVICES, INC. DENTAL BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$68K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BCA FINANCIAL SERVICES INC. 401(K) PLAN401k$4.5M1262025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BCA FINANCIAL SERVICES, INC. MEDICAL BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$886K1052024
501BCA FINANCIAL SERVICES, INC. DENTAL BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$68K1372024
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