Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.5M
- Long-term disability$856K
- Other$533K
- Health$326K
- Vision$215K
- Dental$182K
Sponsor portfolio
JIM BEAM BRANDS CO.
EIN 13-2581196ManufacturingLatest filing 2024
Plans
2
Retirement
1
$57.5M assets
Welfare
1
$3.3M premiums
Participants
2,690
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 2,886 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA77%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN6%
- DELTA DENTAL OF CALIFORNIA5%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
93%top
- AON CONSULTING INC93%
- CUSTOM BENEFIT PROGRAMS INC7%
- BENEFITSTORE INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
JIM BEAM BRANDS COMPANY UNION 401(K) PLAN
401k
Assets$57.5M
Participants715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JIM BEAM BRANDS CO CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$3.3M
Covered lives2,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | JIM BEAM BRANDS COMPANY UNION 401(K) PLAN | 401k | $57.5M | 715 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JIM BEAM BRANDS CO CONSOLIDATED HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3.3M | 2,886 | 2024 |
Retirement plans
Welfare plans