Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEVERAGE DISTRIBUTION CENTER, INC.
EIN 23-2706970individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$278.9M assets
Welfare
1
$154K premiums
Participants
2,938
8275 U.S. ROUTE 130 - PENNSAUKEN, NJ 08110856-665-4848LinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $278.9M assets / 2,655 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- THE VANGUARD GROUP, INC.74%
- (Not disclosed)26%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $154K premiums / 282 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$154K
- Life$131K
- Long-term disability$131K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- SUN LIFE ASSURANCE COMPANY OF CANADA85%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA6%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BEVERAGE DISTRIBUTION SAVINGS PLAN
401k
Assets$205.7M
Participants1,822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEVERAGE DISTRIBUTION PENSION PLAN
TraditionalDB
Assets$73.2M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BDCI, INC. WELFARE AND BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$154K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BEVERAGE DISTRIBUTION SAVINGS PLAN | 401k | $205.7M | 1,822 | 2024 | |
| 002 | BEVERAGE DISTRIBUTION PENSION PLAN | TraditionalDB | $73.2M | 833 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BDCI, INC. WELFARE AND BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $154K | 282 | 2024 |
Retirement plans
Welfare plans