Sponsor portfolio

BANKO BEVERAGE CO.

EIN 23-1649848food productionLatest filing 2025

Plans

Retirement

$9.8M assets

Welfare

$298K premiums

Participants

156

5001 CRACKERSPORT ROAD - ALLENTOWN, PA 18104610-434-0147bankobeverage.comLinkedIn51-200 employeesfood production

Plans on this EIN

3 filings

#002401k-$7.4M - 47 part #003401k-$2.4M - 33 part #501Mixed-$298K - 83 lives

Retirement portfolio analytics

2 plans aggregated / $9.8M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

75%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $298K premiums / 83 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$239K
Dental$53K
Life$53K
Long-term disability$53K
Other$53K
Vision$5K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

80%top

UNITED STATES FIRE INSURANCE COMPANY80%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
BLUE CROSS OF CALIFORNIA2%

Broker market share

Schedule A broker compensation

Split broker

68%top

PATRIOT GROWTH INSURANCE SERVICES68%
JAMES R NELLIGAN & ASSOCIATES LLC28%
POWER-KUNKLE GROUP INC4%
MATTHEW E VAHUE0%

Plan deep-dives

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

Retirement#002

ENTERPRISES OF FRANK BANKO 401(K) PROFIT SHARING PLAN

401k

Assets$7.4M

Participants47

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003

BANKO BEVERAGE - LOCAL 830 401(K) PLAN

401k

Assets$2.4M

Participants33

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501