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Sponsor portfolio

BADGER BOB'S SERVICES, INC.

EIN 71-0977814-construction-Latest filing 2025
Plans
2
Retirement
1
$755K assets
Welfare
1
$848K premiums
Participants
225
215 INTERSTATE BLVD. - SARASOTA, FL 34240941-266-0404badgerbobs.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$755K - 96 part#501Fully Insured-$848K - 124 lives

Benefits portfolio analytics

1 plan / $848K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$788K
  • Other$522K
  • Prescription drug$278K
  • Dental$56K
  • Vision$48K
  • Short-term disability$8K
  • +1 more
Total $848K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • UPMC HEALTH OPTIONS33%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • AFLAC1%
  • USABLE LIFE0%
  • +1 more
Total $848K6 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • KITCHNER & ASSOCIATES INC90%
  • BENEFIT PRODUCERS, LLC8%
  • DOUGLAS A SMOOT1%
  • JENNIFER FRANCEY TAGGART0%
  • IBUSINESS SOLUTIONS INC0%
  • +3 more
Total $46K8 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

BADGER BOB'S SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$755K
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BADGER BOB SERVICES INC WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$848K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BADGER BOB'S SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$755K962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BADGER BOB SERVICES INC WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$848K1242024
Retirement plans
Welfare plans
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