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Sponsor portfolioTH

MONOGRAM FOOD SOLUTIONS, LLC WELFARE PLAN

EIN 45-3115232-Latest filing 2025
Plans
2
Retirement
1
$62.6M assets
Welfare
1
$4.7M premiums
Participants
6,566
1350 CONCOURSE AVENUE, STE. 600 - MEMPHIS, TN 38104901-685-7167
Plans on this EIN
2 filings
#001401k-$62.6M - 3,407 part#501Mixed-$4.7M - 3,350 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 3,350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$1.0M
  • Short-term disability$816K
  • Life$804K
  • Long-term disability$554K
  • Vision$206K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY69%
  • HCC LIFE INSURANCE COMPANY27%
  • EYEMED VISION CARE4%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LOCKTON COMPANIES, LLC79%
  • BCINSOURCING, LLC21%
Total $710K2 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

MONOGRAM FOOD SOLUTIONS 401(K) PLAN

401k

Assets$62.6M
Participants3,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONOGRAM FOOD SOLUTIONS, LLC WELFARE PLAN EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives3,350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONOGRAM FOOD SOLUTIONS 401(K) PLAN401k$62.6M3,4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONOGRAM FOOD SOLUTIONS, LLC WELFARE PLAN EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$4.7M3,3502025
Retirement plans
Welfare plans
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