PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BAILEY INDUSTRIES, INC
Sponsor portfolio

BAILEY INDUSTRIES, INC

EIN 59-3127322-building materials-Latest filing 2025
Plans
3
Retirement
2
$2.0M assets
Welfare
1
$590K premiums
Participants
197
1107 NORTH THOMAS AVENUE - LEESBURG, FL 34748407-930-7135baileyind.comLinkedIn1-10 employeesbuilding materials
Plans on this EIN
3 filings
#002401k-$1.5M - 24 part#001401k-$417K - 67 part#501Fully Insured-$590K - 152 lives

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 91 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • SALARIED EMPLOYEES 401(K) (#002)79%
  • HOURLY EMPLOYEES 401(K) (#001)21%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY EMPLOYEES 401(K) (#001)67
  • SALARIED EMPLOYEES 401(K) (#002)24
Total 91Click row to drill in

Benefits portfolio analytics

1 plan / $590K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$508K
  • Prescription drug$508K
  • Life$42K
  • Other$42K
  • Dental$40K
  • Vision$40K
Total $590K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CURATIVE INSURANCE COMPANY86%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $590K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • WILLIS TOWERS WATSON US LLC3%
Total $41K2 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

BAILEY INDUSTRIES INC. SALARIED EMPLOYEES 401(K) PLAN

401k

Assets$1.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAILEY INDUSTRIES INC. HOURLY EMPLOYEES 401(K) PLAN

401k

Assets$417K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAILEY INDUSTRIES, INC WELFARE PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$590K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAILEY INDUSTRIES INC. SALARIED EMPLOYEES 401(K) PLAN401k$1.5M242024
001BAILEY INDUSTRIES INC. HOURLY EMPLOYEES 401(K) PLAN401k$417K672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAILEY INDUSTRIES, INC WELFARE PLANFully InsuredCURATIVE INSURANCE COMPANY$590K1522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica