Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ESSENDANT CO.
EIN 36-2431718wholesaleLatest filing 2025
Plans
5
Retirement
3
$534.7M assets
Welfare
2
$6.8M premiums
Participants
12,108
200 TRI STATE INTERNATIONAL, SUITE 400 - LINCOLNSHIRE, IL 60069847-627-7000essendant.comLinkedIn1001-5000 employeeswholesale
Retirement portfolio analytics
3 plans aggregated / $534.7M assets / 6,997 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.8M premiums / 2,693 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Life$1.7M
- Long-term disability$1.6M
- Other$537K
- Vision$288K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
54%top
- KAISER FOUNDATION HEALTH PLAN INC54%
- HARTFORD LIFE AND ACCIDENT26%
- INDEPENDENT HEALTH10%
- RELIASTAR LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN4%
- +2 more
Broker market share
Schedule A broker compensation
97%top
- LOCKTON COMPANIES, LLC97%
- PLAN SOURCE BENEFITS ADMIN. INC.2%
- PLANSIGHT, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ESSENDANT 401(K) SAVINGS PLAN
401k
Assets$412.5M
Participants4,151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ESSENDANT PENSION PLAN
TraditionalDB
Assets$65.7M
Participants1,889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
ESSENDANT UNION EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$56.5M
Participants957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESSENDANT EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$6.8M
Covered lives2,693
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
ESSENDANT CO. SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESSENDANT 401(K) SAVINGS PLAN | 401k | $412.5M | 4,151 | 2024 | |
| 003 | ESSENDANT PENSION PLAN | TraditionalDB | $65.7M | 1,889 | 2025 | |
| 009 | ESSENDANT UNION EMPLOYEES' PENSION PLAN | TraditionalDB | $56.5M | 957 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESSENDANT EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $6.8M | 2,693 | 2024 | |
| 506 | ESSENDANT CO. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans