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  2. PANELMATIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Sponsor portfolio

PANELMATIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

EIN 34-0817614-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$14.9M assets
Welfare
1
$3.2M premiums
Participants
696
888-757-1957panelmatic.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#003ESOP-$11.7M - 310 part#004401k-$3.3M - 141 part#501Fully Insured-$3.2M - 487 lives

Retirement portfolio analytics

2 plans aggregated / $14.9M assets / 451 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEE STOCK OWNERSHIP (#003)78%
  • 401(K) RETIREMENT PLAN (#004)22%
Total $14.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)310
  • 401(K) RETIREMENT PLAN (#004)141
Total 451Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Vision$3.1M
  • Prescription drug$3.1M
  • Other$134K
  • Life$71K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • COMMUNITY INSURANCE COMPANY96%
  • ANTHEM LIFE INSURANCE COMPANY2%
  • AFLAC2%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • LOCKTON COMPANIES, LLC51%
  • HOUCHENS INSURANCE GROUP INC30%
  • PAMELA ROWSEY LARSON5%
  • RSC INSURANCE BROKERAGE INC3%
  • CORNERSTONE BROKER INS SERVICES3%
  • +3 more
Total $126K8 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

PANELMATIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.7M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PANELMATIC, INC. 401(K) RETIREMENT PLAN

401k

Assets$3.3M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANELMATIC, LLC HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$3.2M
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PANELMATIC, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.7M3102025
004PANELMATIC, INC. 401(K) RETIREMENT PLAN401k$3.3M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANELMATIC, LLC HEALTH AND WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$3.2M4872025
Retirement plans
Welfare plans
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