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  2. INTERSTATE BATTERIES, INC.
Sponsor portfolioTH

INTERSTATE BATTERIES, INC.

EIN 46-2023063-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$168.5M assets
Welfare
1
$1.1M premiums
Participants
3,528
14221 DALLAS PARKWAY, SUITE 1000 - DALLAS, TX 75254972-715-6790interstatebatteries.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filings
#002401k-$141.4M - 1,737 part#001TraditionalDB-$27.2M - 258 part#505Mixed-$1.1M - 1,196 lives

Retirement portfolio analytics

2 plans aggregated / $168.5M assets / 1,995 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • INTERSTATE BATTERIES 401(K) (#002)84%
  • BATTERIES EMPLOYEES PENSION (#001)16%
Total $168.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • CHARLES SCHWAB & CO., INC.84%
  • (Not disclosed)16%
Total $168.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INTERSTATE BATTERIES 401(K) (#002)1,737
  • BATTERIES EMPLOYEES PENSION (#001)258
Total 1,995Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$753K
  • Life$742K
  • Long-term disability$742K
  • Vision$361K
  • Health$197K
  • Dental$197K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA67%
  • UNIVERSITY HEALTH ALLIANCE18%
  • VISION SERVICE PLAN15%
  • COMPSYCH1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $173K1 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

INTERSTATE BATTERIES 401(K) PLAN

401k

Assets$141.4M
Participants1,737
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTERSTATE BATTERIES EMPLOYEES PENSION PLAN

TraditionalDB

Assets$27.2M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

INTERSTATE BATTERIES, INC. WRAP WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.1M
Covered lives1,196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTERSTATE BATTERIES 401(K) PLAN401k$141.4M1,7372024
001INTERSTATE BATTERIES EMPLOYEES PENSION PLANTraditionalDB$27.2M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505INTERSTATE BATTERIES, INC. WRAP WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.1M1,1962025
Retirement plans
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