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Sponsor portfolioWelfare / HealthEIN 37-1906173

BAKKT

10000 AVALON BOULEVARD, SUITE 1000 · ALPHARETTA, GA 30009
6783690144
Plans filed
1
Years active
2021–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
3,277
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$5.4M
BAKKT HEALTH AND WELFARE PLAN
Fully insured3,277 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.9M23.2%
Dental$4.9M23.2%
Vision$4.9M23.2%
Prescription drug$4.9M23.2%
Other$411K1.9%
Life$369K1.7%
Short-term disability$369K1.7%
Long-term disability$369K1.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$4.9M92.3%113,277
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$369K6.9%11375
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$42K0.8%11561

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
OAKBRIDGE INSURANCE AGENCY, LLCLAGRANGE, GAUNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, AMERICAN HERITAGE LIFE INSURANCE COMPANY$124K$123K$247K100.0%1

History & trajectory

5 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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