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Sponsor portfolio

BAM MANAGEMENT US HOLDINGS INC.

EIN 83-3755031-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.2M premiums
Participants
204
252 NW 29TH ST, 10TH FL, STE 1014 - MIAMI, FL 33127888-784-0136
Plans on this EIN
2 filings
#001401k-$3.9M - 128 part#501Fully Insured-$1.2M - 99 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$75K
  • Vision$75K
  • Life$44K
  • Short-term disability$44K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • SEQUOIA BENEFITS & INS SVCS LLC70%
  • CENTERSTONE INSURANCE AND FINANCIAL30%
Total $79K2 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

BAM MANAGEMENT US HOLDINGS INC. 401(K) PLAN

401k

Assets$3.9M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAM MANAGEMENT US HOLDINGS INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAM MANAGEMENT US HOLDINGS INC. 401(K) PLAN401k$3.9M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAM MANAGEMENT US HOLDINGS INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M992024
Retirement plans
Welfare plans
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