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Sponsor portfolioTH

LANCASTER COLONY CORPORATION

EIN 13-1955943-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$158.2M assets
Welfare
1
$5.8M premiums
Participants
6,973
380 POLARIS PARKWAY, SUITE 400 - WESTERVILLE, OH 43082614-224-7141lancastercolony.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filings
#004401k-$146.3M - 4,120 part#003ESOP-$11.9M - 80 part#502Mixed-$5.8M - 3,927 lives

Retirement portfolio analytics

2 plans aggregated / $158.2M assets / 4,200 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • COLONY CORPORATION 401(K) (#004)93%
  • EMPLOYEE STOCK OWNERSHIP (#003)7%
Total $158.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • CHARLES SCHWAB & CO., INC.93%
  • (Not disclosed)7%
Total $158.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLONY CORPORATION 401(K) (#004)4,120
  • EMPLOYEE STOCK OWNERSHIP (#003)80
Total 4,200Click row to drill in

Benefits portfolio analytics

1 plan / $5.8M premiums / 3,927 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.7M
  • Other$1.6M
  • Life$1.0M
  • Long-term disability$464K
  • Vision$196K
Total $5.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY49%
  • UNITED HEALTHCARE INSURANCE COMPANY44%
  • VISION SERVICE PLAN3%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • +1 more
Total $5.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • WILLIS TOWERS WATSON US LLC95%
  • UTIC INSURANCE COMPANY5%
Total $300K2 slices

Plan deep-dives

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

LANCASTER COLONY CORPORATION 401(K) PLAN

401k

Assets$146.3M
Participants4,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LANCASTER COLONY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.9M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LANCASTER COLONY CORPORATION EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.8M
Covered lives3,927
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004LANCASTER COLONY CORPORATION 401(K) PLAN401k$146.3M4,1202024
003LANCASTER COLONY CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$11.9M802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LANCASTER COLONY CORPORATION EMPLOYEE HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$5.8M3,9272024
Retirement plans
Welfare plans
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