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  2. ALI GROUP NORTH AMERICA CORPORATION
Sponsor portfolio

ALI GROUP NORTH AMERICA CORPORATION

EIN 57-1149631-Latest filing 2025
Plans
3
Retirement
2
$479.8M assets
Welfare
1
$19.0M premiums
Participants
9,557
3765 CHAMPION BOULEVARD - WINSTON SALEM, NC 27105336-201-4963
Plans on this EIN
3 filings
#004401k-$479.3M - 5,425 part#002TraditionalDB-$458K - 17 part#501Mixed-$19.0M - 4,125 lives

Retirement portfolio analytics

2 plans aggregated / $479.8M assets / 5,442 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • GROUP RETIREMENT PLAN (#004)100%
  • HOURLY EMPLOYEES PENSION (#002)0%
Total $479.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $479.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP RETIREMENT PLAN (#004)5,425
  • HOURLY EMPLOYEES PENSION (#002)17
Total 5,442Click row to drill in

Benefits portfolio analytics

1 plan / $19.0M premiums / 4,125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$11.5M
  • Other$4.4M
  • Life$2.3M
  • Stop-loss$1.5M
  • Short-term disability$1.1M
  • Long-term disability$978K
  • +1 more
Total $19.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • RXBENEFITS, INC.60%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
  • BLUE CROSS OF CALIFORNIA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN3%
  • +1 more
Total $19.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • MARSH & MCLENNAN AGENCY LLC65%
  • THE BENEFIT COMPANY INC24%
  • MCGRIFF INSURANCE SERVICES INC8%
  • BENEFITS INC3%
Total $549K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ALI GROUP RETIREMENT PLAN

401k

Assets$479.3M
Participants5,425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHAMPION INDUSTRIES, INC. HOURLY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$458K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALI NORTH AMERICA EMPLOYEE WELFARE BENEFITS PLAN

Mixed - RXBENEFITS

Premiums$19.0M
Covered lives4,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ALI GROUP RETIREMENT PLAN401k$479.3M5,4252024
002CHAMPION INDUSTRIES, INC. HOURLY EMPLOYEES PENSION PLANTraditionalDB$458K172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALI NORTH AMERICA EMPLOYEE WELFARE BENEFITS PLANMixedRXBENEFITS$19.0M4,1252025
Retirement plans
Welfare plans
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