Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Other$83K
- Vision$7K
- Life$3K
Sponsor portfolio
B & B SURPLUS, INC.
EIN 77-0043297Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$1.3M premiums
Participants
229
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- ANTHEM LIFE INSURANCE COMPANY93%
- AFLAC4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
90%top
- C&B INSURANCE SERVICES INC90%
- MICHAEL NATHAN CHAUDRY2%
- GUERRERO SOLIS JR2%
- ROBERT LYNN COMPANY, INC.1%
- CB SPECIALITY INSURANCE SERVICES1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
B & B SURPLUS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
B & B SURPLUS, INC. WELFARE BENEFITS PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE HEALTH AND INSURANCE COMPANY
Premiums$1.3M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | B & B SURPLUS, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 115 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | B & B SURPLUS, INC. WELFARE BENEFITS PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE HEALTH AND INSURANCE COMPANY | $1.3M | 136 | 2025 |
Retirement plans
Welfare plans