Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARR BRANDS INTERNATIONAL, INC.
EIN 46-1120364ManufacturingLatest filing 2025
Plans
3
Retirement
2
$500.8M assets
Welfare
1
$4.0M premiums
Participants
1,487
1715 AARON BRENNER DRIVE, SUITE 600 - MEMPHIS, TN 38120901-775-0100
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $500.8M assets / 1,098 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 800 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Other$526K
- Life$396K
- Short-term disability$396K
- Long-term disability$396K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- SUN LIFE ASSURANCE COMPANY OF CANADA10%
- DELTA DENTAL OF CALIFORNIA7%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- WILLIS TOWERS WATSON US LLC98%
- WM BARR & COMPANY, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARR BRANDS INTERNATIONAL AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$470.4M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BARR BRANDS INTERNATIONAL, INC. 401(K) PLAN
401k
Assets$30.4M
Participants468
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BARR BRANDS INTERNATIONAL, INC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$4.0M
Covered lives800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARR BRANDS INTERNATIONAL AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $470.4M | 630 | 2024 | |
| 003 | BARR BRANDS INTERNATIONAL, INC. 401(K) PLAN | 401k | $30.4M | 468 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BARR BRANDS INTERNATIONAL, INC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.0M | 800 | 2025 |
Retirement plans
Welfare plans