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  2. NIAGARA BOTTLING, LLC
Sponsor portfolioTH

NIAGARA BOTTLING, LLC

EIN 33-0843510-food & beverages-Latest filing 2024
Plans
2
Retirement
1
$272.3M assets
Welfare
1
$5.8M premiums
Participants
15,563
1440 BRIDGEGATE DRIVE - DIAMOND BAR, CA 91765909-230-5000niagarawater.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
2 filings
#003401k-$272.3M - 8,684 part#503Mixed-$5.8M - 7,800 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 7,800 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$2.0M
  • Other$1.7M
  • Life$1.3M
  • Long-term disability$1.2M
  • Vision$898K
Total $5.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • VISION SERVICE PLAN15%
Total $5.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BROWN AND BROWN OF FLORIDA, INC.90%
  • PIPER, ROBYN L10%
Total $770K2 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$272.3M
Participants8,684
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$5.8M
Covered lives7,800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003NIAGARA WATER RETIREMENT PLAN401k$272.3M8,6842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503NIAGARA BOTTLING, LLC EMPLOYEE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$5.8M7,8002024
Retirement plans
Welfare plans
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