PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BAILIWICK SERVICES LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 41-1802919

BAILIWICK SERVICES LLC

4260 NOREX DR · CHASKA, MN 55318
9525565502
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$3.0M
No prior year
Persons covered
584
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #550$3.0M
BAILIWICK SERVICES LLC GROUP BENEFITS WRAP PLAN
Fully insured584 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M46.7%
Prescription drug$2.6M46.7%
Dental$161K2.8%
Short-term disability$69K1.2%
Life$50K0.9%
Other$50K0.9%
Long-term disability$27K0.5%
Vision$18K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 410984460
HRx
$2.6M89.1%11326
DELTA DENTAL OF CALIFORNIA
EIN 410952670
D
$161K5.4%11584
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$146K4.9%14410
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$18K0.6%11258

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF MINNESOTA, BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$104K$5K$109K100.0%1

History & trajectory

9 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica