Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EMPLOYEE OWNED BRANDS, INC.
EIN 42-0990485executive officeLatest filing 2024
Plans
6
Retirement
2
$943.0M assets
Welfare
4
$1.3M premiums
Participants
2,059
Retirement portfolio analytics
2 plans aggregated / $943.0M assets / 2,059 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.3M premiums / 2,470 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$605K
- Life$582K
- Short-term disability$582K
- Long-term disability$582K
- Other$582K
- Vision$93K
Carrier market share
Premium dollars by Schedule A carrier
47%top
- DELTA DENTAL OF CALIFORNIA47%
- LIFE INSURANCE COMPANY OF NORTH AMERICA45%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
69%top
- MERCER HEALTH AND BENEFITS, LLC69%
- HOLMES MURPHY & ASSOCIATES31%
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#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 plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 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