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Sponsor portfolio

BIRKEYS FARM STORE INC

EIN 37-0791276-machinery-Latest filing 2025
Plans
3
Retirement
2
$101.2M assets
Welfare
1
$570K premiums
Participants
1,507
2102 W PARK COURT - CHAMPAIGN, IL 61821217-693-7200birkeys.comLinkedIn201-500 employeesmachinery
Plans on this EIN
3 filings
#001401k-$56.8M - 507 part#002ESOP-$44.4M - 645 part#502Mixed-$570K - 493 lives

Retirement portfolio analytics

2 plans aggregated / $101.2M assets / 1,152 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • EMPLOYEE STOCK OWNERSHIP (#002)44%
Total $101.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • EDWARD JONES56%
  • (Not disclosed)44%
Total $101.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)645
  • PROFIT SHARING PLAN (#001)507
Total 1,152Click row to drill in

Benefits portfolio analytics

1 plan / $570K premiums / 493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$329K
  • Other$254K
  • Life$253K
  • Long-term disability$253K
  • Dental$239K
  • Vision$239K
Total $570K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • HARTFORD LIFE AND ACCIDENT44%
  • HUMANA INSURANCE COMPANY42%
  • ASSURITY LIFE INSURANCE COMPANY13%
  • AFLAC0%
Total $570K4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • ASSUREDPARTNERS49%
  • MARSH & MCLENNAN AGENCY LLC32%
  • WARE GROUP GENERAL AGENCIES15%
  • MICHAEL PETERS & ASSOCIATES, INC.4%
  • ROBERT W VESTAL0%
  • +3 more
Total $40K8 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

BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$56.8M
Participants507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BIRKEY'S EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$44.4M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BIRKEY'S HEALTH INSURANCE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$570K
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN401k$56.8M5072025
002BIRKEY'S EMPLOYEE STOCK OWNERSHIP PLANESOP$44.4M6452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BIRKEY'S HEALTH INSURANCE PLANMixedHARTFORD LIFE AND ACCIDENT$570K4932025
Retirement plans
Welfare plans
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