PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BUNN-O-MATIC CORPORATION
Sponsor portfolioTH

BUNN-O-MATIC CORPORATION

EIN 37-0840805-Latest filing 2025
Plans
2
Retirement
1
$151.2M assets
Welfare
1
$1.1M premiums
Participants
3,126
5020 ASH GROVE DR - SPRINGFIELD, IL 627116329217-529-6601
Plans on this EIN
2 filings
#002401k-$151.2M - 2,019 part#501Mixed-$1.1M - 1,695 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$516K
  • Long-term disability$340K
  • Vision$140K
  • Dental$34K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
  • VISION SERVICE PLAN13%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • AMERITAS LIFE INSURANCE CORP.3%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • HOME OFFICE TPA PAYS COMMISSION6%
  • AMWINS0%
Total $112K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST

401k

Assets$151.2M
Participants2,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUNN-O-MATIC CORPORATION WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST401k$151.2M2,0192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUNN-O-MATIC CORPORATION WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M1,6952025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica