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Sponsor portfolioTH

BROTHERS TRADING CO., INC.

EIN 31-1153662-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$108.5M assets
Welfare
1
$881K premiums
Participants
860
400 VICTORY DRIVE - SPRINGBORO, OH 45066937-746-1010LinkedIn1-10 employees
Plans on this EIN
2 filings
#004401k-$108.5M - 465 part#501Mixed-$881K - 756 lives

Benefits portfolio analytics

1 plan / $881K premiums / 756 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$717K
  • Vision$717K
  • Life$717K
  • Long-term disability$717K
  • Other$717K
  • Stop-loss$233K
Total $950K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • PRINCIPAL LIFE INSURANCE COMPANY75%
  • HCC LIFE INSURANCE COMPANY25%
Total $950K2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • STEALTH PARTNER GROUP LLC98%
  • ASSOCIATED AGENCIES, INC2%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

VICTORY WHOLESALE GROUP 401(K) PLAN

401k

Assets$108.5M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROTHERS TRADING CO., INC. EMPLOYEE HEALTH PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$881K
Covered lives756
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004VICTORY WHOLESALE GROUP 401(K) PLAN401k$108.5M4652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROTHERS TRADING CO., INC. EMPLOYEE HEALTH PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$881K7562025
Retirement plans
Welfare plans
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