PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ASSOCIATED WHOLESALE GROCERS, INC.
Sponsor portfolioTH

ASSOCIATED WHOLESALE GROCERS, INC.

EIN 48-0614866-wholesale-Latest filing 2024
Plans
4
Retirement
3
$502.6M assets
Welfare
1
$8.2M premiums
Participants
7,157
5000 KANSAS AVE - KANSAS CITY, KS 661061135913-288-1624awginc.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
4 filings
#002401k-$311.1M - 3,460 part#001TraditionalDB-$179.9M - 538 part#004401k-$11.5M - 301 part#501Mixed-$8.2M - 4,683 lives

Retirement portfolio analytics

3 plans aggregated / $502.6M assets / 4,299 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • INC RESTATED 401(K) (#002)62%
  • RESTATED RETIREMENT PLAN (#001)36%
  • BARGAINING UNIT 401(K) (#004)2%
Total $502.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • MERRILL LYNCH PIERCE FENNER & SMITH64%
  • (Not disclosed)36%
Total $502.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RESTATED 401(K) (#002)3,460
  • RESTATED RETIREMENT PLAN (#001)538
  • BARGAINING UNIT 401(K) (#004)301
Total 4,299Click row to drill in

Benefits portfolio analytics

1 plan / $8.2M premiums / 4,683 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Dental$5.7M
  • Prescription drug$5.7M
  • Other$2.3M
  • Life$1.9M
  • Long-term disability$1.9M
  • +1 more
Total $8.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY74%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
Total $8.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • JODY DAN BRYANT40%
  • HOUCHENS INSURANCE GROUP INC36%
  • INSURANCE PARTNERS AGENCY INC25%
Total $262K3 slices

Plan deep-dives

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

AWG, INC RESTATED 401(K) PLAN

401k

Assets$311.1M
Participants3,460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASSOCIATED WHOLESALE GROCERS, INC. RESTATED RETIREMENT PLAN

TraditionalDB

Assets$179.9M
Participants538
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN

401k

Assets$11.5M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSOCIATED WHOLESALE GROCERS, INC. EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$8.2M
Covered lives4,683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002AWG, INC RESTATED 401(K) PLAN401k$311.1M3,4602024
001ASSOCIATED WHOLESALE GROCERS, INC. RESTATED RETIREMENT PLANTraditionalDB$179.9M5382024
004AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN401k$11.5M3012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSOCIATED WHOLESALE GROCERS, INC. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8.2M4,6832024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica