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Sponsor portfolioTH

PACKAGING CONCEPTS, INC.

EIN 39-1164604-printing-Latest filing 2025
Plans
3
Retirement
2
$11.1M assets
Welfare
1
$116K premiums
Participants
728
9832 EVERGREEN INDUSTRIAL DRIVE - ST. LOUIS, MO 63123314-329-9700LinkedIn201-500 employeesprinting
Plans on this EIN
3 filings
#002401k-$10.4M - 372 part#003ESOP-$720K - 204 part#502Mixed-$116K - 205 lives

Retirement portfolio analytics

2 plans aggregated / $11.1M assets / 576 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PLAN & TRUST (#002)94%
  • EMPLOYEE STOCK OWNERSHIP (#003)6%
Total $11.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • PAYCHEX, INC.94%
  • (Not disclosed)6%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)372
  • EMPLOYEE STOCK OWNERSHIP (#003)204
Total 576Click row to drill in

Benefits portfolio analytics

1 plan / $116K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$101K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Vision$15K
Total $116K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY81%
  • EYEMED VISION CARE13%
  • COMBINED INSURANCE COMPANY OF AMERICA6%
Total $116K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • USI INSURANCE SERVICES LLC72%
  • GIS BENEFITS INC25%
  • CERTIFIED PROCESSING CORP3%
  • BRIAN E. JUND0%
Total $25K4 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

PACKAGING CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.4M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PACKAGING CONCEPTS INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$720K
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PACKAGING CONCEPTS INC WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$116K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PACKAGING CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST401k$10.4M3722024
003PACKAGING CONCEPTS INC EMPLOYEE STOCK OWNERSHIP PLANESOP$720K2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PACKAGING CONCEPTS INC WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$116K2052025
Retirement plans
Welfare plans
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