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Sponsor portfolio

BENTLEY GROUP, INC.

EIN 63-0776928-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$2.1M premiums
Participants
347
PO BOX 7169 - HUNTSVILLE, AL 35807256-536-2475
Plans on this EIN
2 filings
#001401k-$8.5M - 188 part#501Fully Insured-$2.1M - 277 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Health$1.8M
  • Prescription drug$1.8M
  • Life$240K
  • Dental$228K
  • Vision$228K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • TRUSTMARK INSURANCE COMPANY2%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • VALENT GROUP65%
  • PATRIOT GROWTH INSURANCE SERVICES35%
Total $48K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BENTLEY GROUP 401(K) PLAN

401k

Assets$8.5M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BENTLEY GROUP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.1M
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BENTLEY GROUP 401(K) PLAN401k$8.5M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BENTLEY GROUP WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.1M2772025
Retirement plans
Welfare plans
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