Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$282K
- Vision$282K
- Life$282K
- Short-term disability$282K
- Long-term disability$282K
- Other$282K
Sponsor portfolio
THE BRETZ COMPANIES INC.
EIN 87-4232408Retail TradeLatest filing 2024
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$282K premiums
Participants
734
4800 GRANT CREEK ROAD - MISSOULA, MT 59808406-541-4800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $282K premiums / 527 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
48%top
- BROWN & BROWN INSURANCE SERVICES48%
- GIS BENEFITS INC45%
- HUB INTERNATIONAL MIDWEST LIMITED7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BRETZ COMPANIES INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$13.0M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRETZ COMPANIES INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$282K
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BRETZ COMPANIES INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $13.0M | 314 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRETZ COMPANIES INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $282K | 527 | 2024 |
Retirement plans
Welfare plans