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  2. GREAT BAY DISTRIBUTORS, INC.
Sponsor portfolioTH

GREAT BAY DISTRIBUTORS, INC.

EIN 59-1196133-wholesale-Latest filing 2024
Plans
3
Retirement
2
$55.1M assets
Welfare
1
$536K premiums
Participants
1,444
2750 EAGLE AVENUE NORTH - ST. PETERSBURG, FL 33716727-584-8626LinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#002401k-$42.8M - 546 part#001ProfitSharing-$12.3M - 352 part#501Fully Insured-$536K - 562 lives

Retirement portfolio analytics

2 plans aggregated / $55.1M assets / 898 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • BAY DISTRIBUTORS, INC. (#002)78%
  • PROFIT SHARING PLAN (#001)22%
Total $55.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAY DISTRIBUTORS, INC. (#002)546
  • PROFIT SHARING PLAN (#001)352
Total 898Click row to drill in

Benefits portfolio analytics

1 plan / $536K premiums / 562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$403K
  • Vision$403K
  • Life$403K
  • Short-term disability$403K
  • Long-term disability$403K
  • Other$403K
  • +1 more
Total $536K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $536K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BEVCAP MANAGEMENT LLC74%
  • PROFESSIONAL GROUP PLANS INC26%
Total $97K2 slices

Plan deep-dives

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

SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC.

401k

Assets$42.8M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GREAT BAY DISTRIBUTORS, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$12.3M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREAT BAY DISTRIBUTORS, INC. SELF-FUNDED EMPLOYEE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$536K
Covered lives562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC.401k$42.8M5462024
001GREAT BAY DISTRIBUTORS, INC. PROFIT SHARING PLANProfitSharing$12.3M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREAT BAY DISTRIBUTORS, INC. SELF-FUNDED EMPLOYEE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$536K5622024
Retirement plans
Welfare plans
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