Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Prescription drug$1.9M
Sponsor portfolio
BALLARD MANAGEMENT, INC.
EIN 91-1420361hospitalityLatest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$1.9M premiums
Participants
741
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 352 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
61%top
- SEA MOUNTAIN INSURANCE BROKERS61%
- HUB INTERNATIONAL MIDWEST LIMITED39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BMI HOSPITALITY MANAGEMENT 401(K) PLAN
401k
Assets$2.3M
Participants496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BALLARD MANAGEMENT, INC. WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BMI HOSPITALITY MANAGEMENT 401(K) PLAN | 401k | $2.3M | 496 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BALLARD MANAGEMENT, INC. WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 352 | 2025 |
Retirement plans
Welfare plans