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Sponsor portfolio

U.S. TOBACCO COOPERATIVE

EIN 56-0484598-tobacco-Latest filing 2025
Plans
3
Retirement
2
$34.4M assets
Welfare
1
$495K premiums
Participants
644
1304 ANNAPOLIS DRIVE - RALEIGH, NC 27608919-821-4560usleaf.comLinkedIn201-500 employeestobacco
Plans on this EIN
3 filings
#002401k-$23.3M - 324 part#001TraditionalDB-$11.0M - 90 part#901Mixed-$495K - 263 lives

Retirement portfolio analytics

2 plans aggregated / $34.4M assets / 414 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • TOBACCO COOPERATIVE 401(K) (#002)68%
  • INC. RETIREMENT PLAN (#001)32%
Total $34.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TOBACCO COOPERATIVE 401(K) (#002)324
  • INC. RETIREMENT PLAN (#001)90
Total 414Click row to drill in

Benefits portfolio analytics

1 plan / $495K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$201K
  • Dental$162K
  • Life$124K
  • Long-term disability$94K
  • Short-term disability$74K
  • Vision$39K
Total $495K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • HARTFORD LIFE AND ACCIDENT15%
  • VISION SERVICE PLAN8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $495K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $56K1 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

U.S. TOBACCO COOPERATIVE 401(K) PLAN

401k

Assets$23.3M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN

TraditionalDB

Assets$11.0M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#901

US TOBACCO COOPERATIVE, INC. WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$495K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002U.S. TOBACCO COOPERATIVE 401(K) PLAN401k$23.3M3242024
001U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLANTraditionalDB$11.0M902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
901US TOBACCO COOPERATIVE, INC. WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$495K2632024
Retirement plans
Welfare plans
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