Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BERRY COMPANIES, INC.
EIN 48-0797941constructionLatest filing 2025
Plans
3
Retirement
2
$133.1M assets
Welfare
1
$933K premiums
Participants
4,362
P. O. BOX 829 - WICHITA, KS 672013803316-832-0171berrycompaniesinc.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $133.1M assets / 3,198 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- AMERICAN UNITED LIFE INSURANCE CO80%
- (Not disclosed)20%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $933K premiums / 1,265 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$813K
- Life$572K
- Long-term disability$572K
- Vision$121K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- SUN LIFE ASSURANCE COMPANY OF CANADA61%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY22%
- SURENCY LIFE AND HEALTH13%
- COMPSYCH3%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
91%top
- IMA, INC.91%
- WATCHTOWER TECHNOLOGIES INC9%
- HARRINGTON BENEFIT SVCS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERRY COMPANIES, INC. PROFIT SHARING PLAN
401k
Assets$106.2M
Participants1,653
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERRY COMPANIES, INC. STOCK BONUS PLAN
StockBonus
Assets$26.9M
Participants1,545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERRY COMPANIES, INC. EMPLOYEE GROUP BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$933K
Covered lives1,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERRY COMPANIES, INC. PROFIT SHARING PLAN | 401k | $106.2M | 1,653 | 2025 | |
| 002 | BERRY COMPANIES, INC. STOCK BONUS PLAN | StockBonus | $26.9M | 1,545 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERRY COMPANIES, INC. EMPLOYEE GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $933K | 1,265 | 2025 |
Retirement plans
Welfare plans