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Sponsor portfolio

INDEPENDENT STAVE COMPANY, LLC

EIN 44-0515123-wine and spirits-Latest filing 2025
Plans
3
Retirement
1
$112.9M assets
Welfare
2
$2.1M premiums
Participants
6,062
PO BOX 104 - LEBANON, MO 65536417-588-4151independentstavecompany.comLinkedIn1001-5000 employeeswine and spirits
Plans on this EIN
3 filings
#002401k-$112.9M - 3,346 part#502Mixed-$2.1M - 2,842 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 2,842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
  • Dental$744K
  • Vision$744K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • AMERITAS LIFE INSURANCE CORP.35%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $342K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$112.9M
Participants3,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INDEPENDENT STAVE COMPANY, LLC OCCUPATIONAL AD&D INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.1M
Covered lives2,842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INDEPENDENT STAVE COMPANY, LLC EMPLOYEE HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN401k$112.9M3,3462024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INDEPENDENT STAVE COMPANY, LLC OCCUPATIONAL AD&D INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.1M2,8422025
501INDEPENDENT STAVE COMPANY, LLC EMPLOYEE HEALTH CARE PLANSelf Funded-$002025
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