Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALFRED NICKLES BAKERY, INC.
EIN 34-0428345Latest filing 2025
Plans
4
Retirement
3
$84.7M assets
Welfare
1
$773K premiums
Participants
1,494
26 MAIN ST N - NAVARRE, OH 446621158330-879-5635
Retirement portfolio analytics
3 plans aggregated / $84.7M assets / 1,215 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $773K premiums / 279 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$346K
- Health$272K
- Life$88K
- Long-term disability$42K
- Short-term disability$25K
Carrier market share
Premium dollars by Schedule A carrier
40%top
- US FIRE INSURANCE COMPANY40%
- THE HEALTH PLAN35%
- LIFE INSURANCE COMPANY OF NORTH AMERICA22%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
88%top
- BENEFIT RELATED SERVICES88%
- BRS GROUP LTD12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES OF ALFRED NICKLES BAKERY, INC.
TraditionalDB
Assets$58.1M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NICKLES BAKERY EMPLOYEES' 401K PLAN
401k
Assets$15.6M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NICKLES BAKERY 401K PLAN FOR BARGAINING EMPLOYEES
401k
Assets$10.9M
Participants731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
NICKLES BAKERY GROUP HEALTH & WELFARE PLAN
Mixed - US FIRE INSURANCE - PARTNERS MGE GENERAL
Premiums$773K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES OF ALFRED NICKLES BAKERY, INC. | TraditionalDB | $58.1M | 354 | 2024 | |
| 002 | NICKLES BAKERY EMPLOYEES' 401K PLAN | 401k | $15.6M | 130 | 2024 | |
| 003 | NICKLES BAKERY 401K PLAN FOR BARGAINING EMPLOYEES | 401k | $10.9M | 731 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | NICKLES BAKERY GROUP HEALTH & WELFARE PLAN | Mixed | US FIRE INSURANCE - PARTNERS MGE GENERAL | $773K | 279 | 2025 |
Retirement plans
Welfare plans