Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
N. KOHL GROCER CO.
EIN 37-0370260Wholesale TradeLatest filing 2024
Plans
6
Retirement
2
$29.2M assets
Welfare
4
$5.2M premiums
Participants
1,773
130 JERSEY STREET - QUINCY, IL 62301217-222-5000
Retirement portfolio analytics
2 plans aggregated / $29.2M assets / 622 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $5.2M premiums / 1,553 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$5.1M
- Health$5.0M
- Life$89K
- Other$89K
- Short-term disability$53K
- Vision$40K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- DEARBORN LIFE INSURANCE COMPANY2%
- DELTA DENTAL OF CALIFORNIA1%
- SUN LIFE ASSURANCE COMPANY OF CANADA1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
66%top
- RW GARRETT AGENCY66%
- WINTERS INSURANCE GROUP LLP17%
- FAUBLE INS AGENCY INC16%
- HEARTLAND HEALTHCARE COALITION2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
N. KOHL GROCER CO. OFFICE SALARY SAVINGS PLAN
401k
Assets$15.4M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
N. KOHL GROCER CO. SALARY SAVINGS PLAN
401k
Assets$13.7M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
N KOHL GROCER CO EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$5.1M
Covered lives697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
N KOHL GROCER CO LIFE INSURANCE
Fully Insured - DEARBORN NATIONAL LIFE INSURANCE COMPANY
Premiums$89K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
N KOHL GROCER CO SHORT-TERM DISABILITY
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$53K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
N KOHL GROCER CO VISION INSURANCE
Fully Insured - VISION SERVICE PLAN
Premiums$40K
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | N. KOHL GROCER CO. OFFICE SALARY SAVINGS PLAN | 401k | $15.4M | 256 | 2024 | |
| 003 | N. KOHL GROCER CO. SALARY SAVINGS PLAN | 401k | $13.7M | 366 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | N KOHL GROCER CO EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $5.1M | 697 | 2024 | |
| 502 | N KOHL GROCER CO LIFE INSURANCE | Fully Insured | DEARBORN NATIONAL LIFE INSURANCE COMPANY | $89K | 376 | 2024 | |
| 505 | N KOHL GROCER CO SHORT-TERM DISABILITY | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $53K | 178 | 2024 | |
| 504 | N KOHL GROCER CO VISION INSURANCE | Fully Insured | VISION SERVICE PLAN | $40K | 302 | 2024 |
Retirement plans
Welfare plans