Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$91K
- Life$69K
- Long-term disability$69K
- Vision$15K
- Short-term disability$5K
Sponsor portfolioTH
CAFFEY DISTRIBUTING COMPANY, INC
EIN 56-0732444wholesaleLatest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$111K premiums
Participants
627
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $111K premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- RELIASTAR LIFE INSURANCE COMPANY67%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY20%
- METROPOLITAN LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
88%top
- JAMES A SCOTT & SON INC88%
- MARSH & MCLENNAN AGENCY LLC8%
- C2 CENTRIC LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAFFEY DISTRIBUTING COMPANY, INC. RETIREMENT SAVINGS PLAN
401k
Assets$17.2M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CAFFEY DISTRIBUTING COMPANY, INC HEALTH AND WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$111K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAFFEY DISTRIBUTING COMPANY, INC. RETIREMENT SAVINGS PLAN | 401k | $17.2M | 485 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CAFFEY DISTRIBUTING COMPANY, INC HEALTH AND WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $111K | 204 | 2025 |
Retirement plans
Welfare plans