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Sponsor portfolio

FERRELL COMPANIES, INC

EIN 43-1688741-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$352.8M assets
Welfare
1
$3.5M premiums
Participants
14,756
ONE LIBERTY PLAZA MD 32 - LIBERTY, MO 64068816-792-6924
Plans on this EIN
3 filings
#001401k-$276.4M - 5,367 part#003ESOP-$76.4M - 5,483 part#501Mixed-$3.5M - 4,386 lives

Retirement portfolio analytics

2 plans aggregated / $352.8M assets / 10,850 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) INVESTMENT PLAN (#001)78%
  • EMPLOYEE STOCK OWNERSHIP (#003)22%
Total $352.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE78%
  • (Not disclosed)22%
Total $352.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)5,483
  • 401(K) INVESTMENT PLAN (#001)5,367
Total 10,850Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 4,386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.0M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
  • Other$3.0M
  • Vision$409K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AFLAC88%
  • VISION SERVICE PLAN12%
Total $3.5M2 slices

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$276.4M
Participants5,367
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$76.4M
Participants5,483
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$3.5M
Covered lives4,386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN401k$276.4M5,3672025
003FERRELL COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$76.4M5,4832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERRELL COMPANIES, INC. HEALTH AND WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$3.5M4,3862025
Retirement plans
Welfare plans
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