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Sponsor portfolio

FAZOLIS RESTAURANT GROUP, INC.

EIN 20-5593113-Latest filing 2025
Plans
5
Retirement
1
$14.3M assets
Welfare
4
$81K premiums
Participants
1,089
2470 PALUMBO DRIVE - LEXINGTON, KY 40509859-825-6200
Plans on this EIN
5 filings
#001401k-$14.3M - 429 part#504Mixed-$39K - 165 lives#505Fully Insured-$32K - 165 lives#502Mixed-$10K - 209 lives#503Self Funded-0 lives

Benefits portfolio analytics

4 plans / $81K premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$39K
  • Other$39K
  • Long-term disability$32K
  • Vision$10K
Total $81K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA88%
  • EYEMED VISION CARE12%
Total $81K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDIFY NORTH, LLC100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$14.3M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FAZOLIS RESTAURANT GROUP, INC.

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$39K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FAZOLIS RESTAURANT GROUP, INC. LIFE, DISABILITY, LTD

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$32K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FAZOLIS RESTAURANT GROUP, INC. MEDICAL PLAN MEMBER AND DEPENDENT MEDICAL EXPENSE

Mixed - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$10K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FAZOLIS RESTAURANT GROUP, INC. DENTAL PLAN MEMBER AND DEPENDENT DENTAL EXPENSE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN401k$14.3M4292024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FAZOLIS RESTAURANT GROUP, INC.MixedLIFE INSURANCE COMPANY OF NORTH AMERICA$39K1652025
505FAZOLIS RESTAURANT GROUP, INC. LIFE, DISABILITY, LTDFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$32K1652025
502FAZOLIS RESTAURANT GROUP, INC. MEDICAL PLAN MEMBER AND DEPENDENT MEDICAL EXPENSEMixedEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$10K2092025
503FAZOLIS RESTAURANT GROUP, INC. DENTAL PLAN MEMBER AND DEPENDENT DENTAL EXPENSESelf Funded-$002025
Retirement plans
Welfare plans
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