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Sponsor portfolio

BBX CAPITAL, INC.

EIN 82-4669146-financial services-Latest filing 2024
Plans
2
Retirement
1
$33.6M assets
Welfare
1
$1.4M premiums
Participants
797
201 EAST LAS OLAS BLVD, SUITE 1900 - FORT LAUDERDALE, FL 33301954-940-4000bbxcapital.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$33.6M - 350 part#501Fully Insured-$1.4M - 495 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 495 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$316K
  • Life$273K
  • Short-term disability$273K
  • Long-term disability$273K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA19%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • EYEMED VISION CARE3%
  • AFLAC2%
  • +2 more
Total $1.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MERCER HEALTH AND BENEFITS, LLC81%
  • DIGITAL INSURANCE LLC19%
  • IMG0%
Total $199K3 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

BBX CAPITAL, INC. 401(K) PLAN

401k

Assets$33.6M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BBX CAPITAL, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BBX CAPITAL, INC. 401(K) PLAN401k$33.6M3502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BBX CAPITAL, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M4952024
Retirement plans
Welfare plans
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