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Sponsor portfolio

UPDIKE DISTRIBUTION LOGISTICS, LLC

EIN 26-2955885-warehousing-Latest filing 2024
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$200K premiums
Participants
513
435 SOUTH 59TH AVENUE SUITE 100 - PHOENIX, AZ 85043602-682-1800updikedl.comLinkedIn501-1000 employeeswarehousing
Plans on this EIN
2 filings
#001401k-$4.9M - 278 part#502Mixed-$200K - 283 lives

Benefits portfolio analytics

1 plan / $200K premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$106K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Other$94K
  • Dental$94K
Total $200K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA47%
  • AMERITAS LIFE INSURANCE CORP.47%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $200K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • HUB INTERNATIONAL MIDWEST LIMITED59%
  • BLUE CROSS BLUE SHIELD OF FLORIDA25%
  • TRANSTAR INSURANCE BROKERS, INC.16%
Total $26K3 slices

Plan deep-dives

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

UPDIKE DISTRIBUTION LOGISTICS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.9M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UPDIKE DISTRIBUTION LOGISTICS LLC WELFARE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$200K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPDIKE DISTRIBUTION LOGISTICS, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$4.9M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UPDIKE DISTRIBUTION LOGISTICS LLC WELFARE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$200K2832024
Retirement plans
Welfare plans
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