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Sponsor portfolio

STATES LOGISTICS SERVICES, INC.

EIN 33-0782803-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
2
$43.8M assets
Welfare
1
$5.1M premiums
Participants
2,326
5650 DOLLY AVENUE - BUENA PARK, CA 90621714-521-6562stateslogistics.comLinkedIn501-1000 employeeslogistics and supply chain
Plans on this EIN
3 filings
#002ESOP-$26.3M - 733 part#001401k-$17.5M - 846 part#501Mixed-$5.1M - 970 lives

Retirement portfolio analytics

2 plans aggregated / $43.8M assets / 1,579 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • EMPLOYEE STOCK OWNERSHIP (#002)60%
  • STATES LOGISTICS 401(K) (#001)40%
Total $43.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STATES LOGISTICS 401(K) (#001)846
  • EMPLOYEE STOCK OWNERSHIP (#002)733
Total 1,579Click row to drill in

Benefits portfolio analytics

1 plan / $5.1M premiums / 970 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Prescription drug$4.7M
  • Other$387K
  • Life$321K
  • Short-term disability$321K
  • Vision$69K
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • AETNA LIFE INSURANCE COMPANY1%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • THE BALDWIN GROUP WEST LLC83%
  • ASSUREDPARTNERS12%
  • BURNHAM BENEFITS INSURANCE SERVICES4%
  • CERIDIAN HCM INC1%
Total $428K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STATES LOGISTICS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.3M
Participants733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STATES LOGISTICS 401(K) PLAN

401k

Assets$17.5M
Participants846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATES LOGISTICS SERVICES, INC. WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTHCARE OF CALIFORNIA

Premiums$5.1M
Covered lives970
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STATES LOGISTICS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$26.3M7332024
001STATES LOGISTICS 401(K) PLAN401k$17.5M8462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATES LOGISTICS SERVICES, INC. WELFARE BENEFITS PLANMixedCIGNA HEALTHCARE OF CALIFORNIA$5.1M9702025
Retirement plans
Welfare plans
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