Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$4.8M
- Life$3.7M
- Health$1.3M
- Other$216K
Sponsor portfolioTH
ALDI INC.
EIN 42-1051659Retail TradeLatest filing 2024
Plans
2
Retirement
1
$2.06B assets
Welfare
1
$10.0M premiums
Participants
105,638
1200 NORTH KIRK ROAD - BATAVIA, IL 60510331-250-7935
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.0M premiums / 53,464 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA87%
- FOUR EVER LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
50%top
- EDGEWOOD PARTNERS INSURANCE CENTER50%
- MERCER HEALTH AND BENEFITS, LLC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ALDI INC. RETIREMENT SAVINGS PLAN
401k
Assets$2.06B
Participants68,605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALDI INC. GROUP INSURANCE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$10.0M
Covered lives53,464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALDI INC. RETIREMENT SAVINGS PLAN | 401k | $2.06B | 68,605 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALDI INC. GROUP INSURANCE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10.0M | 53,464 | 2024 |
Retirement plans
Welfare plans