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Sponsor portfolio

BUSCH GROUP, LLC

EIN 81-4437644-hospitality-Latest filing 2024
Plans
2
Retirement
1
$32.7M assets
Welfare
1
$5.5M premiums
Participants
4,661
2532 DUPONT DRIVE - IRVINE, CA 92612949-271-2685LinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filings
#002401k-$32.7M - 3,540 part#501Fully Insured-$5.5M - 1,141 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 1,141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Vision$3.9M
  • Dental$3.8M
  • Prescription drug$3.8M
  • Other$207K
  • Short-term disability$120K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • HAWAII MEDICAL SERVICE ASSOCIATION22%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $5.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MCGRIFF INSURANCE SERVICES INC82%
  • RELATION INSURANCE INC18%
  • RELATION INSURANCE SERVICES OF CA0%
  • HEFFERNAN INSURANCE BROKERS0%
Total $126K4 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 BUSCH GROUP 401(K) PLAN

401k

Assets$32.7M
Participants3,540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BUSCH GROUP HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$5.5M
Covered lives1,141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE BUSCH GROUP 401(K) PLAN401k$32.7M3,5402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BUSCH GROUP HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE SHIELD OF CALIFORNIA$5.5M1,1412024
Retirement plans
Welfare plans
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