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Sponsor portfolioTH

BULLARD MANAGEMENT CORPORATION

EIN 63-0930156-accounting-Latest filing 2024
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$1.5M premiums
Participants
531
1151 E I-65 SERVICE RD. S. - MOBILE, AL 36606251-471-6141LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002401k-$7.7M - 228 part#501Fully Insured-$1.5M - 303 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Life$55K
  • Long-term disability$23K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • VISION SERVICE PLAN1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SUNSTAR INSURANCE GROUP LLC100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BULLARD MANAGEMENT CORPORATION 401(K) SAVINGS PLAN

401k

Assets$7.7M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BULLARD MANAGEMENT CORPORATION WELFARE BENEFIT PLA

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$1.5M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BULLARD MANAGEMENT CORPORATION 401(K) SAVINGS PLAN401k$7.7M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BULLARD MANAGEMENT CORPORATION WELFARE BENEFIT PLAFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$1.5M3032024
Retirement plans
Welfare plans
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