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Sponsor portfolioTH

B & I CONTRACTORS, INC.

EIN 59-1107790-construction-Latest filing 2025
Plans
3
Retirement
2
$167.7M assets
Welfare
1
$1.2M premiums
Participants
4,021
2701 PRINCE STREET - FORT MYERS, FL 33901239-332-4646bandiflorida.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#001ESOP-$146.4M - 1,497 part#002401k-$21.3M - 1,345 part#501Mixed-$1.2M - 1,175 lives

Retirement portfolio analytics

2 plans aggregated / $167.7M assets / 2,842 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#001)87%
  • CONTRACTORS, INC. 401(K) (#002)13%
Total $167.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)1,497
  • CONTRACTORS, INC. 401(K) (#002)1,345
Total 2,842Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA84%
  • FIRST STOP HEALTH16%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS35%
  • STEALTH PARTNER GROUP LLC25%
  • AGENT ALLIANCE CORPORATION24%
  • WATCH TOWER BENEFITS16%
Total $65K4 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

B & I CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$146.4M
Participants1,497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

B & I CONTRACTORS, INC. 401(K) PLAN

401k

Assets$21.3M
Participants1,345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

B&I CONTRACTORS, INC HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001B & I CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$146.4M1,4972025
002B & I CONTRACTORS, INC. 401(K) PLAN401k$21.3M1,3452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501B&I CONTRACTORS, INC HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.2M1,1752025
Retirement plans
Welfare plans
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