PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Bailey Industries, Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Bailey Industries, Inc

EIN 59-3127322-building materials-Latest filing 2025
Plans
3
Retirement
2
$2.0M assets
Health & Benefits
1
$233K premiums
Participants
91
7320 KINGSPOINTE PKWY, SUITE #500 - ORLANDO, FL 32819407-930-7135baileyind.comLinkedIn1-10 employeesbuilding materials
Plans on this EIN
3 filings
#002401(k)-$1.5M - 24 part#001401(k)-$417K - 67 part#501Fully insured-$233K - 151 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 91 participants

Assets by plan

Share of aggregate retirement assets

  • SALARIED EMPLOYEES 401(K) (#002)$1.5M
  • HOURLY EMPLOYEES 401(K) (#001)$417K
Total $2.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HOURLY EMPLOYEES 401(K) (#001)67
  • SALARIED EMPLOYEES 401(K) (#002)24
Total 91Select a row to open it

Benefits portfolio analytics

1 plan / $233K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$204K
  • Prescription drug$204K
  • Life$16K
  • Other$16K
  • Dental$13K
  • Vision$13K
Total $233K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BAILEY INDUSTRIES INC. SALARIED EMPLOYEES 401(K) PLAN

401(k)

Assets$1.5M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BAILEY INDUSTRIES INC. HOURLY EMPLOYEES 401(K) PLAN

401(k)

Assets$417K
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BAILEY INDUSTRIES, INC WELFARE PLAN

Fully insured - CURATIVE INSURANCE COMPANY

Premiums$233K
Covered lives151
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BAILEY INDUSTRIES INC. SALARIED EMPLOYEES 401(K) PLAN401(k)$1.5M242024
#001BAILEY INDUSTRIES INC. HOURLY EMPLOYEES 401(K) PLAN401(k)$417K672024
  • BAILEY INDUSTRIES INC. SALARIED EMPLOYEES 401(K) PLAN$1.5M
    #002 · 401(k) · 202424
  • BAILEY INDUSTRIES INC. HOURLY EMPLOYEES 401(K) PLAN$417K
    #001 · 401(k) · 202467

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BAILEY INDUSTRIES, INC WELFARE PLANFully insuredCURATIVE INSURANCE COMPANY$233K1512025
  • BAILEY INDUSTRIES, INC WELFARE PLAN$233K
    #501 · Fully insured · CURATIVE INSURANCE COMPANY · 2025151
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica