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Sponsor portfolioTH

ASSOCIATED WHOLESALE GROCERS, INC.

EIN 48-0614866-wholesale-Latest filing 2025
Plans
4
Retirement
3
$547.5M assets
Welfare
1
$8.5M premiums
Participants
6,949
5000 KANSAS AVE - KANSAS CITY, KS 661061135913-288-1000awginc.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
4 filings
#002401k-$355.0M - 3,385 part#001TraditionalDB-$179.9M - 538 part#004401k-$12.5M - 282 part#501Mixed-$8.5M - 4,359 lives

Retirement portfolio analytics

3 plans aggregated / $547.5M assets / 4,205 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC RESTATED 401(K) (#002)65%
  • RESTATED RETIREMENT PLAN (#001)33%
  • BARGAINING UNIT 401(K) (#004)2%
Total $547.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • MERRILL LYNCH PIERCE FENNER & SMITH67%
  • (Not disclosed)33%
Total $547.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RESTATED 401(K) (#002)3,385
  • RESTATED RETIREMENT PLAN (#001)538
  • BARGAINING UNIT 401(K) (#004)282
Total 4,205Click row to drill in

Benefits portfolio analytics

1 plan / $8.5M premiums / 4,359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Dental$5.7M
  • Prescription drug$5.7M
  • Other$2.7M
  • Life$2.3M
  • Long-term disability$2.3M
  • +1 more
Total $8.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
Total $8.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • HOUCHENS INSURANCE GROUP INC67%
  • JODY DAN BRYANT20%
  • INSURANCE PARTNERS AGENCY INC13%
Total $132K3 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$355.0M
Participants3,385
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$12.5M
Participants282
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$8.5M
Covered lives4,359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002AWG, INC RESTATED 401(K) PLAN401k$355.0M3,3852025
001ASSOCIATED WHOLESALE GROCERS, INC. RESTATED RETIREMENT PLANTraditionalDB$179.9M5382024
004AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN401k$12.5M2822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSOCIATED WHOLESALE GROCERS, INC. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8.5M4,3592025
Retirement plans
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