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Sponsor portfolioTH

D.G. YUENGLING & SON, INC.

EIN 23-1244850-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$71.8M assets
Welfare
1
$5.6M premiums
Participants
765
310 MILL CREEK AVENUE - POTTSVILLE, PA 179010000570-622-4141yuengling.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
3 filings
#002401k-$63.4M - 396 part#001TraditionalDB-$8.4M - 68 part#501Fully Insured-$5.6M - 674 lives

Retirement portfolio analytics

2 plans aggregated / $71.8M assets / 464 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • AND PROFIT-SHARING PLAN (#002)88%
  • RATE EMPLOYEES' PENSION (#001)12%
Total $71.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
88%top
  • THE VANGUARD GROUP, INC.88%
  • JOHN HANCOCK LIFE INSURANCE COMPANY12%
Total $71.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND PROFIT-SHARING PLAN (#002)396
  • RATE EMPLOYEES' PENSION (#001)68
Total 464Click row to drill in

Benefits portfolio analytics

1 plan / $5.6M premiums / 674 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Dental$5.2M
  • Vision$5.2M
  • Prescription drug$5.2M
  • Other$407K
  • Life$400K
  • +2 more
Total $5.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • DEAN, JESSICA DENISE47%
  • POWER-KUNKLE GROUP INC22%
  • PATRIOT GROWTH INSURANCE SERVICES21%
  • VINCENT J ROWAN3%
  • ADRENA L MCVICKER1%
  • +3 more
Total $111K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN

401k

Assets$63.4M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$8.4M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

D.G. YUENGLING & SON, INC. BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$5.6M
Covered lives674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN401k$63.4M3962024
001D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLANTraditionalDB$8.4M682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501D.G. YUENGLING & SON, INC. BENEFIT PLANFully InsuredHIGHMARK, INC.$5.6M6742025
Retirement plans
Welfare plans
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