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Sponsor portfolioTH

BARGREEN ELLINGSON

EIN 91-0715309-wholesale-Latest filing 2025
Plans
2
Retirement
1
$61.3M assets
Welfare
1
$975K premiums
Participants
1,477
6626 TACOMA MALL BOULEVARD, SUITE B - TACOMA, WA 98409253-722-2579bargreen.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
2 filings
#002401k-$61.3M - 840 part#503Fully Insured-$975K - 637 lives

Benefits portfolio analytics

1 plan / $975K premiums / 637 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$580K
  • Health$545K
  • Dental$545K
  • Prescription drug$545K
  • Other$395K
  • Life$309K
  • +2 more
Total $975K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HAWAII MEDICAL SERVICE ASSOCIATION56%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
  • VISION SERVICE PLAN4%
Total $975K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BARGREEN-ELLINGSON, INC. 401(K) PLAN

401k

Assets$61.3M
Participants840
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BARGREEN ELLINGSON EMPLOYEE BENEFITS PLAN

Fully Insured - HAWAII MEDICAL ASSURANCE ASSOCIATION

Premiums$975K
Covered lives637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BARGREEN-ELLINGSON, INC. 401(K) PLAN401k$61.3M8402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BARGREEN ELLINGSON EMPLOYEE BENEFITS PLANFully InsuredHAWAII MEDICAL ASSURANCE ASSOCIATION$975K6372025
Retirement plans
Welfare plans
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