Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EMPLOYEE OWNED BRANDS, INC.
EIN 42-0990485executive officeLatest filing 2025
Plans
7
Retirement
2
$943.0M assets
Welfare
5
$4.4M premiums
Participants
3,154
Retirement portfolio analytics
2 plans aggregated / $943.0M assets / 2,059 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $4.4M premiums / 3,541 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Life$578K
- Short-term disability$578K
- Long-term disability$578K
- Other$578K
- Dental$532K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
61%top
- DEAN HEALTH PLAN INC61%
- LIFE INSURANCE COMPANY OF NORTH AMERICA19%
- DELTA DENTAL OF CALIFORNIA17%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
98%top
- HOLMES MURPHY & ASSOCIATES98%
- MERCER HEALTH AND BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
EMPLOYEE OWNED BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$877.4M
Participants857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
EMPLOYEE OWNED BRANDS, INC. 401(K) PLAN
401k
Assets$65.6M
Participants1,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
EMPLOYEE OWNED BRANDS, INC. HEALTH AND WELFARE PLAN
Fully Insured - DEAN HEALTH PLAN
Premiums$3.1M
Covered lives1,071
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
EMPLOYEE OWNED BRANDS, INC. DENTAL PLAN
Fully Insured - DELTA DENTAL OF IOWA
Premiums$605K
Covered lives748
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP INSURANCE FOR EMPLOYEES OF EMPLOYEE OWNED BRANDS, INC.
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$582K
Covered lives1,059
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
EMPLOYEE OWNED BRANDS, INC. VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$93K
Covered lives663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
EMPLOYEE OWNED BRANDS, INC. EMPLOYEE HEALTH BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | EMPLOYEE OWNED BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $877.4M | 857 | 2024 | |
| 004 | EMPLOYEE OWNED BRANDS, INC. 401(K) PLAN | 401k | $65.6M | 1,202 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | EMPLOYEE OWNED BRANDS, INC. HEALTH AND WELFARE PLAN | Fully Insured | DEAN HEALTH PLAN | $3.1M | 1,071 | 2025 | |
| 504 | EMPLOYEE OWNED BRANDS, INC. DENTAL PLAN | Fully Insured | DELTA DENTAL OF IOWA | $605K | 748 | 2024 | |
| 501 | GROUP INSURANCE FOR EMPLOYEES OF EMPLOYEE OWNED BRANDS, INC. | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $582K | 1,059 | 2024 | |
| 505 | EMPLOYEE OWNED BRANDS, INC. VISION PLAN | Fully Insured | VISION SERVICE PLAN | $93K | 663 | 2024 | |
| 502 | EMPLOYEE OWNED BRANDS, INC. EMPLOYEE HEALTH BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans