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  1. Companies/
  2. KING ARTHUR BAKING COMPANY, INC.
Sponsor portfolioTH

KING ARTHUR BAKING COMPANY, INC.

EIN 04-1806660-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$362.7M assets
Welfare
1
$203K premiums
Participants
1,476
62 FOGG FARM RD - WHITE RIVER JUNCTION, VT 05001802-649-3881kingarthurbaking.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
3 filings
#004ESOP-$328.2M - 405 part#002401k-$34.5M - 494 part#513Mixed-$203K - 320 lives

Retirement portfolio analytics

2 plans aggregated / $362.7M assets / 899 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#004)90%
  • KING ARTHUR 401(K) (#002)10%
Total $362.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • MORGAN STANLEY SMITH BARNEY90%
  • (Not disclosed)10%
Total $362.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KING ARTHUR 401(K) (#002)494
  • EMPLOYEE STOCK OWNERSHIP (#004)405
Total 899Click row to drill in

Benefits portfolio analytics

1 plan / $203K premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$165K
  • Life$142K
  • Long-term disability$142K
  • Vision$37K
Total $203K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA77%
  • VISION SERVICE PLAN18%
  • INVEST EAP5%
Total $203K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE RICHARDS GROUP100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$328.2M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KING ARTHUR 401(K) PLAN

401k

Assets$34.5M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

KING ARTHUR BAKING COMPANY, INC.'S HEALTH & WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$203K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLANESOP$328.2M4052025
002KING ARTHUR 401(K) PLAN401k$34.5M4942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513KING ARTHUR BAKING COMPANY, INC.'S HEALTH & WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$203K3202024
Retirement plans
Welfare plans
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