PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SUBURBAN PROPANE L.P.
Sponsor portfolioTH

SUBURBAN PROPANE L.P.

EIN 22-3410352-oil & energy-Latest filing 2024
Plans
8
Retirement
2
$305.7M assets
Welfare
6
$3.2M premiums
Participants
16,085
240 ROUTE 10 WEST - WHIPPANY, NJ 07981973-887-5300suburbanpropane.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
8 filings
#060401k-$254.0M - 4,663 part#070CashBalance-$51.7M - 1,796 part#601Mixed-$2.7M - 3,382 lives#537Fully Insured-$374K - 184 lives#604Fully Insured-$73K - 406 lives#602Fully Insured-$51K - 3,280 lives#536Self Funded-0 lives#540Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $305.7M assets / 6,459 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • AND INVESTMENT PLAN (#060)83%
  • L.P. AND SUBSIDIARIES (#070)17%
Total $305.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
83%top
  • T ROWE PRICE RPS INC83%
  • PENSION BENEFIT INFORMATION17%
Total $305.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#060)4,663
  • L.P. AND SUBSIDIARIES (#070)1,796
Total 6,459Click row to drill in

Benefits portfolio analytics

6 plans / $3.2M premiums / 7,252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Long-term disability$603K
  • Vision$289K
  • Other$220K
  • Prescription drug$132K
  • Health$100K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • +3 more
Total $3.2M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $125K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#060

SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN

401k

Assets$254.0M
Participants4,663
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#070

PENSION PLAN FOR ELIGIBLE EMPLOYEES OF SUBURBAN PROPANE L.P. AND SUBSIDIARIES

CashBalance

Assets$51.7M
Participants1,796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#601

SUBURBAN PROPANE L.P. AND SUBSIDIARIES GROUP INSURANCE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives3,382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537

SUBURBAN PROPANE L.P. AND SUBSIDIARIES RETIREE MEDICAL PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$374K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#604

SUBURBAN PROPANE L.P. AND SUBSIDIARIES LEGAL SERVICES PLAN

Fully Insured - METLIFE LEGAL PLANS

Premiums$73K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602

SUBURBAN PROPANE L.P. AND SUBSIDIARIES EMPLOYEE ASSISTANCE PLAN

Fully Insured - COMPSYCH

Premiums$51K
Covered lives3,280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536

SUBURBAN PROPANE L.P. AND SUBSIDIARIES REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

SUBURBAN PROPANE L.P. AND SUBSIDIARIES SEVERANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
060SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN401k$254.0M4,6632024
070PENSION PLAN FOR ELIGIBLE EMPLOYEES OF SUBURBAN PROPANE L.P. AND SUBSIDIARIESCashBalance$51.7M1,7962024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
601SUBURBAN PROPANE L.P. AND SUBSIDIARIES GROUP INSURANCE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$2.7M3,3822024
537SUBURBAN PROPANE L.P. AND SUBSIDIARIES RETIREE MEDICAL PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$374K1842024
604SUBURBAN PROPANE L.P. AND SUBSIDIARIES LEGAL SERVICES PLANFully InsuredMETLIFE LEGAL PLANS$73K4062024
602SUBURBAN PROPANE L.P. AND SUBSIDIARIES EMPLOYEE ASSISTANCE PLANFully InsuredCOMPSYCH$51K3,2802024
536SUBURBAN PROPANE L.P. AND SUBSIDIARIES REIMBURSEMENT PLANSelf Funded-$002024
540SUBURBAN PROPANE L.P. AND SUBSIDIARIES SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica