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Sponsor portfolioWelfare / HealthEIN 13-1507147

BACARDI USA INC AND AFFILIATES

3011 PONCE DE LEON · CORAL GABLES, FL 33134
7862648299
Plans filed
2
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,537
No prior year
Total participants
654
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.2M
BACARDI U.S.A., INC EMPLOYEE BENEFITS PLAN
Mixed1,537 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$0
BACARDI U.S.A., INC. AND AFFILIATES RETIREE HEALTH REIMBURSEMENT ACCOUNT
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$987K31.4%
Life$962K30.7%
Long-term disability$962K30.7%
Short-term disability$130K4.2%
Vision$98K3.1%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 122345678
LLTDOth
$962K79.2%111,537
PETERSON INTERNATIONAL UNDERWRITERS
EIN 953493616
STD
$119K9.8%1171
HUMANA INSURANCE COMPANY
EIN 391263473
V
$98K8.0%11902
AFLAC
EIN 570514130
Oth
$14K1.1%1118
HARTFORD LIFE AND ACCIDENT
EIN 060838648
STD
$11K0.9%1131
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$11K0.9%1163

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDORAL, FLPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD, METROPOLITAN LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY, PETERSON INTERNATIONAL UNDERWRITERS, CONTINENTAL AMERICAN INSURANCE COMPANY$104K$9K$113K96.7%1
ANA MARIA LEONMIAMI, FLCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K1.0%1
REUBEN WARNER ASSOCIATES, INC.BERKELEY HEIGHTS, NJHARTFORD LIFE AND ACCIDENT$644$483$1K1.0%1
CAP STEWARTKNOXVILLE, TNPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$796$0$7960.7%1
CROUSE COMPANY LLCNASHVILLE, TNPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$375$0$3750.3%1
MARIA C ORTIZMIAMI, FLCONTINENTAL AMERICAN INSURANCE COMPANY$197$0$1970.2%1
EILEEN SANCHEZ MEDINAMIAMI, FLCONTINENTAL AMERICAN INSURANCE COMPANY$94$0$940.1%1
DENNIS C WONGHONOLULU, HIHARTFORD LIFE AND ACCIDENT$53$0$530.0%1
TOMAS E FLORESWEST NEW YORK, NYCONTINENTAL AMERICAN INSURANCE COMPANY$24$0$240.0%1
LOCKTON COMPANIES, LLCKANSAS CITY, MOMETROPOLITAN LIFE INSURANCE COMPANY-$6$0-$6-0.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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