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Sponsor portfolioWelfare / HealthEIN 66-0175247
BACARDI CORPORATION
PO BOX 363549 · SAN JUAN, PR 009363549
7877881500
- Plans filed
- 5
- Years active
- 2016–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
533
No prior year
Total participants
557
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$1.0M
HEALTH INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES AND RETIREES OF BACARDI CORPORATION COVERAGE OTHER THAN MEDICARE ADVANTAGE
Fully insured116 covered·1 carrier
Primary: TRIPLE-S SALUD
Plan #504$794K
GROUP LIFE AND AD&D AND HEALTH INSURANCE PLAN FOR PRODUCTION AND MAINTENANCE EMPLOYEES OF BACARDI CORPORATION
Fully insured66 covered·2 carriers
Primary: TRIPLE-S SALUD
Plan #502$299K
HEALTH INSURANCE PLAN FOR ADMINISTRATIVE RETIREES OF BACARDI CORPORATION COVERAGE WITH MEDICARE ADVANTAGE COVERAGE
Fully insured84 covered·1 carrier
Primary: TRIPLE-S ADVANTAGE
Plan #505$107K
DISABILITY PLAN FOR BACARDI CORPORATION
Fully insured160 covered·2 carriers
Primary: NEW YORK LIFE GROUP BENEFITS SOLUTION
Plan #503$80K
GROUP LIFE AND AD&D INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES OF BACARDI CORPORATION
Fully insured107 covered·1 carrier
Primary: NEW YORK LIFE GROUP BENEFITS SOLUTION
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.1M | 24.3% | |
| Dental | $2.1M | 24.3% | |
| Prescription drug | $2.1M | 24.3% | |
| Other | $1.8M | 20.9% | |
| Vision | $299K | 3.5% | |
| Life | $115K | 1.4% | |
| Long-term disability | $87K | 1.0% | |
| Short-term disability | $20K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 660555677 | HRxDVOth | $2.1M | 89.8% | 3 | 5 | 266 |
EIN 231503749 | LLTDOth | $213K | 9.3% | 3 | 7 | 314 |
EIN 660600740 | STD | $20K | 0.9% | 1 | 1 | 160 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IKON INSURANCE, INC. | SAN JUAN, PR | NEW YORK LIFE GROUP BENEFITS SOLUTION, CHUBB INSURANCE COMPANY, TRIPLE-S SALUD, TRIPLE-S ADVANTAGE | $143K | $0 | $143K | 100.0% | 5 |
History & trajectory
10 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