Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.6M
- Long-term disability$4.5M
- Health$951K
- Other$403K
Sponsor portfolioTH
ALDI INC.
EIN 42-1051659Latest filing 2025
Plans
2
Retirement
1
$2.06B assets
Welfare
1
$10.5M premiums
Participants
104,953
COLLEEN HEATH, 1200 N KIRK ROAD - BATAVIA, IL 60510331-250-7935
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.5M premiums / 53,338 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA91%
- FOUR EVER LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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$10.5M
Covered lives53,338
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 | $10.5M | 53,338 | 2025 |
Retirement plans
Welfare plans