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Sponsor portfolio

KIRBY FOODS, INC.

EIN 37-0756504-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$41.6M assets
Welfare
1
$3.3M premiums
Participants
1,281
4102B FIELDSTONE ROAD - CHAMPAIGN, IL 618228803217-352-2600
Plans on this EIN
3 filings
#003ESOP-$35.5M - 565 part#002401k-$6.1M - 420 part#501Fully Insured-$3.3M - 374 lives

Retirement portfolio analytics

2 plans aggregated / $41.6M assets / 985 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEE STOCK OWNERSHIP (#003)85%
  • FOODS, INC. 401(K) (#002)15%
Total $41.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)565
  • FOODS, INC. 401(K) (#002)420
Total 985Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$292K
  • Vision$292K
  • Life$292K
  • Short-term disability$292K
  • Long-term disability$292K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $144K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KIRBY FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.5M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KIRBY FOODS, INC. 401(K) PLAN

401k

Assets$6.1M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIRBY FOODS, INC. HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.3M
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KIRBY FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.5M5652025
002KIRBY FOODS, INC. 401(K) PLAN401k$6.1M4202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIRBY FOODS, INC. HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.3M3742025
Retirement plans
Welfare plans
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