PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NIAGARA BOTTLING, LLC
Sponsor portfolioTH

NIAGARA BOTTLING, LLC

EIN 33-0843510-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$353.4M assets
Welfare
1
$5.5M premiums
Participants
15,503
1440 BRIDGEGATE DRIVE - DIAMOND BAR, CA 91765909-230-5000niagarawater.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
2 filings
#003401k-$353.4M - 9,076 part#503Mixed-$5.5M - 8,056 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 8,056 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.9M
  • Other$1.5M
  • Life$1.1M
  • Long-term disability$1.1M
  • Vision$951K
Total $5.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • VISION SERVICE PLAN17%
Total $5.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • BROWN & BROWN INSURANCE SERVICES70%
  • ALLIANT INSURANCE SERVICES, INC.20%
  • ROBYN PIPER10%
Total $714K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NIAGARA WATER RETIREMENT PLAN

401k

Assets$353.4M
Participants9,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

NIAGARA BOTTLING, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$5.5M
Covered lives8,056
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003NIAGARA WATER RETIREMENT PLAN401k$353.4M9,0762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503NIAGARA BOTTLING, LLC EMPLOYEE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$5.5M8,0562025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica