Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PL MARKETING, INC.
EIN 31-1276521food & beveragesLatest filing 2025
Plans
3
Retirement
2
$153.7M assets
Welfare
1
$998K premiums
Participants
6,442
300 DAVE COWENS DRIVE, 8TH FLOOR - NEWPORT, KY 41071859-292-4630plmarketing.netLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $153.7M assets / 4,111 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
68%top
- (Not disclosed)68%
- MERRILL LYNCH PIERCE FENNER & SMITH32%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $998K premiums / 1,600 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$585K
- Life$578K
- Long-term disability$578K
- Dental$344K
- Vision$70K
Carrier market share
Premium dollars by Schedule A carrier
59%top
- RELIASTAR LIFE INSURANCE COMPANY59%
- SUN LIFE ASSURANCE COMPANY OF CANADA34%
- EYEMED VISION CARE7%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
P.L MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$104.0M
Participants1,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
P. L. MARKETING INC. 401(K) SAVINGS PLAN
401k
Assets$49.7M
Participants2,492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PL MARKETING, INC. SECTION 125 PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$998K
Covered lives1,600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | P.L MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $104.0M | 1,619 | 2024 | |
| 001 | P. L. MARKETING INC. 401(K) SAVINGS PLAN | 401k | $49.7M | 2,492 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PL MARKETING, INC. SECTION 125 PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $998K | 1,600 | 2025 |
Retirement plans
Welfare plans