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

THE BAILEY COMPANY, INC.

EIN 62-0509807-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$568K premiums
Participants
714
501 COWAN STREET - NASHVILLE, TN 37207615-242-0351baileycompany.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
2 filings
#002401k-$18.6M - 411 part#501Mixed-$568K - 310 lives

Benefits portfolio analytics

1 plan / $568K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$568K
  • Dental$524K
  • Vision$524K
  • Short-term disability$524K
  • Long-term disability$524K
  • Other$524K
Total $568K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA92%
  • TRANSAMERICA LIFE INSURANCE COMPANY8%
Total $568K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HUB INTERNATIONAL MIDWEST LIMITED76%
  • GCG FINANCIAL LLC24%
Total $92K2 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

THE BAILEY COMPANY 401(K) PLAN

401k

Assets$18.6M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BAILEY COMPANY, INC. GROUP HEALTH BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$568K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE BAILEY COMPANY 401(K) PLAN401k$18.6M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BAILEY COMPANY, INC. GROUP HEALTH BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$568K3102025
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