Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$621K
- Dental$189K
- Vision$189K
- Life$189K
- Short-term disability$189K
- Long-term disability$189K
- +1 more
Sponsor portfolio
BERNIE LITTLE DISTRIBUTORS, INC.
EIN 59-1419209food & beveragesLatest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$678K premiums
Participants
269
4105 MAINE AVENUE - LAKELAND, FL 33801863-665-3615bernielittledistributors.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $678K premiums / 175 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- ZURICH AMERICAN INSURANCE COMPANY77%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
Broker market share
Schedule A broker compensation
68%top
- BEV CAP MANAGEMENT LLC68%
- PROFESSIONAL GROUP PLANS INC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERNIE LITTLE DISTRIBUTORS, INC. RETIREMENT PLAN
401k
Assets$11.9M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERNIE LITTLE DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLAN
Mixed - ZURICH AMERICAN INSURANCE COMPANY
Premiums$678K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERNIE LITTLE DISTRIBUTORS, INC. RETIREMENT PLAN | 401k | $11.9M | 156 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERNIE LITTLE DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLAN | Mixed | ZURICH AMERICAN INSURANCE COMPANY | $678K | 175 | 2025 |
Retirement plans
Welfare plans