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Sponsor portfolioTH

CASE FOODS, INC.

EIN 52-1702529-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
1
$55.2M assets
Welfare
1
$2.1M premiums
Participants
8,630
385 PILCH ROAD, P.O. BOX 729 - TROUTMAN, NC 28166704-528-2721
Plans on this EIN
2 filings
#001401k-$55.2M - 4,405 part#507Mixed-$2.1M - 4,225 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 4,225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.3M
  • Long-term disability$1.3M
  • Stop-loss$277K
  • Vision$170K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY60%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • HCC LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN8%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
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#001

CASE FARMS 401(K) PLAN

401k

Assets$55.2M
Participants4,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

CASE FOODS, INC. AND AFFILIATED ENTITIES COMPREHENSIVE WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives4,225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASE FARMS 401(K) PLAN401k$55.2M4,4052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507CASE FOODS, INC. AND AFFILIATED ENTITIES COMPREHENSIVE WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2.1M4,2252025
Retirement plans
Welfare plans
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