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Sponsor portfolioTH

POTBELLY SANDWICH WORKS, LLC

EIN 36-4063453-restaurants-Latest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$1.5M premiums
Participants
7,042
680 NORTH LAKE SHORE DRIVE, SUITE 110 #100 - CHICAGO, IL 60611312-676-3307potbellysandwichworks.comLinkedIn5001-10000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$22.4M - 5,426 part#501Mixed-$1.5M - 1,609 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,609 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$413K
  • Short-term disability$413K
  • Long-term disability$413K
  • Dental$388K
  • Vision$51K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA70%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
  • EYEMED VISION CARE4%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • THE PLEXUS GROUPE LLC52%
  • ENROLLWELL, LLC47%
  • AON CONSULTING INC1%
Total $416K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

POTBELLY SANDWICH WORKS 401(K) PLAN

401k

Assets$22.4M
Participants5,426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POTBELLY SANDWICH WORKS EMPLOYEE BENEFIT PLAN

Mixed - UNUM INSURANCE COMPANY

Premiums$1.5M
Covered lives1,609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POTBELLY SANDWICH WORKS 401(K) PLAN401k$22.4M5,4262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POTBELLY SANDWICH WORKS EMPLOYEE BENEFIT PLANMixedUNUM INSURANCE COMPANY$1.5M1,6092025
Retirement plans
Welfare plans
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