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Sponsor portfolio

BIAGI BROS.

EIN 91-1395542-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$33.5M assets
Welfare
1
$563K premiums
Participants
1,252
787 AIRPARK ROAD - NAPA, CA 94558707-251-9990biagibros.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$33.5M - 762 part#502Fully Insured-$563K - 845 lives

Benefits portfolio analytics

1 plan / $563K premiums / 845 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$492K
  • Prescription drug$492K
  • Dental$60K
  • Vision$60K
  • Short-term disability$8K
  • Other$937
  • +1 more
Total $563K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • ANTHEM LIFE INSURANCE COMPANY11%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $563K5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GEORGE PETERSEN INSURANCE AGENCY95%
  • AMWINS4%
  • ROBERT M NISSIM1%
Total $7K3 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

BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$33.5M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BIAGI BROS. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$563K
Covered lives845
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN401k$33.5M7622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BIAGI BROS. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$563K8452025
Retirement plans
Welfare plans
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