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Sponsor portfolio

BROKERAGE AND LOGISTIC SOLUTIONS, INC.

EIN 91-2160577-package/freight delivery-Latest filing 2025
Plans
2
Retirement
1
$904K assets
Welfare
1
$338K premiums
Participants
271
1659 GAILES BLVD SUITE 121 - SAN DIEGO, CA 92154664-623-2330LinkedIn11-50 employeespackage/freight delivery
Plans on this EIN
2 filings
#001401k-$904K - 163 part#501Fully Insured-$338K - 169 lives

Benefits portfolio analytics

1 plan / $338K premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$331K
  • Dental$331K
  • Vision$331K
  • Prescription drug$331K
  • Life$7K
  • Other$7K
Total $338K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • MEDIEXCEL HEALTH PLAN98%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $338K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BROKERAGE AND LOGISTICS SOLUTI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$904K
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JD GROUP HEALTH AND WELFARE PLAN

Fully Insured - MEDIEXCEL HEALTH PLAN

Premiums$338K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROKERAGE AND LOGISTICS SOLUTI 401(K) PROFIT SHARING PLAN & TRUST401k$904K1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JD GROUP HEALTH AND WELFARE PLANFully InsuredMEDIEXCEL HEALTH PLAN$338K1692025
Retirement plans
Welfare plans
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