Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.2M
- Prescription drug$13.2M
- Dental$572K
- Vision$497K
- Other$479K
- Life$287K
- +2 more
Sponsor portfolio
BRAGG INVESTMENT COMPANY, INC.
EIN 95-3565032Latest filing 2025
Plans
2
Retirement
1
$85.9M assets
Welfare
1
$14.5M premiums
Participants
1,839
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $14.5M premiums / 1,192 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- BLUE CROSS OF CALIFORNIA56%
- KAISER FOUNDATION HEALTH PLAN INC36%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- DELTA DENTAL OF CALIFORNIA1%
- +1 more
Broker market share
Schedule A broker compensation
76%top
- THE BALDWIN GROUP WEST LLC76%
- BURNHAM BENEFITS INSURANCE SERVICES24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRAGG INVESTMENT COMPANY, INC. EMPLOYEE SAVINGS PLAN
401k
Assets$85.9M
Participants1,088
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRAGG INVESTMENT COMPANY, INC. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$14.5M
Covered lives1,192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRAGG INVESTMENT COMPANY, INC. EMPLOYEE SAVINGS PLAN | 401k | $85.9M | 1,088 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRAGG INVESTMENT COMPANY, INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $14.5M | 1,192 | 2025 |
Retirement plans
Welfare plans