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  2. FERRELL COMPANIES, INC.
Sponsor portfolio

FERRELL COMPANIES, INC.

EIN 43-1688741-Management of Companies and Enterprises-Latest filing 2024
Plans
3
Retirement
2
$326.8M assets
Welfare
1
$4.4M premiums
Participants
14,675
ONE LIBERTY PLAZA MD 32 - LIBERTY, MO 640682970816-792-6924
Plans on this EIN
3 filings
#001401k-$252.1M - 5,337 part#003ESOP-$74.7M - 5,405 part#501Mixed-$4.4M - 12,270 lives

Retirement portfolio analytics

2 plans aggregated / $326.8M assets / 10,742 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • 401(K) INVESTMENT PLAN (#001)77%
  • EMPLOYEE STOCK OWNERSHIP (#003)23%
Total $326.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE77%
  • (Not disclosed)23%
Total $326.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)5,405
  • 401(K) INVESTMENT PLAN (#001)5,337
Total 10,742Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 12,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.0M
  • Short-term disability$4.0M
  • Long-term disability$4.0M
  • Other$4.0M
  • Vision$427K
Total $4.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AFLAC90%
  • STANDARD INSURANCE COMPANY10%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PARADIGM PB LLC100%
Total $263K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN

401k

Assets$252.1M
Participants5,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FERRELL COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$74.7M
Participants5,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERRELL COMPANIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$4.4M
Covered lives12,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN401k$252.1M5,3372024
003FERRELL COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$74.7M5,4052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERRELL COMPANIES, INC. HEALTH AND WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$4.4M12,2702024
Retirement plans
Welfare plans
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