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Sponsor portfolio

VARIETY WHOLESALERS, INC.

EIN 56-0653322-retail-Latest filing 2024
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$752K premiums
Participants
11,407
P.O. BOX 947, 218 S. GARNETT ROAD - HENDERSON, NC 27536252-430-2043rosesdiscountstores.comLinkedIn5001-10000 employeesretail
Plans on this EIN
2 filings
#002401k-$31.2M - 10,521 part#501Mixed-$752K - 886 lives

Benefits portfolio analytics

1 plan / $752K premiums / 886 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$400K
  • Dental$352K
  • Vision$352K
  • Life$342K
  • Long-term disability$342K
Total $752K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
Total $752K2 slices

Broker market share

Schedule A broker compensation

Split broker
30%top
  • UNITED PRODUCERS GROUP LLC30%
  • USI INSURANCE SERVICES LLC29%
  • MAIN STREET FINANCIAL GROUP27%
  • ADVOSEE15%
Total $58K4 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

VARIETY WHOLESALERS, INC. RETIREMENT SAVINGS 401(K) PLAN

401k

Assets$31.2M
Participants10,521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VARIETY WHOLESALERS INC CAFETERIA PLAN

Mixed - CIGNA HEALTH AND LIFE COMPANY AND AFFILIATES

Premiums$752K
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VARIETY WHOLESALERS, INC. RETIREMENT SAVINGS 401(K) PLAN401k$31.2M10,5212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VARIETY WHOLESALERS INC CAFETERIA PLANMixedCIGNA HEALTH AND LIFE COMPANY AND AFFILIATES$752K8862024
Retirement plans
Welfare plans
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