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Sponsor portfolioTH

ALICO, INC.

EIN 59-0906081-farming-Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$133K premiums
Participants
22
10070 DANIELS INTERSTATE CT, STE#10 - FORT MYERS, FL 33913239-226-2006alicoinc.comLinkedIn201-500 employeesfarming
Plans on this EIN
2 filings
#001401k-$14.5M - 0 part#501Mixed-$133K - 19 lives

Benefits portfolio analytics

1 plan / $133K premiums / 19 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$51K
  • Vision$51K
  • Long-term disability$35K
  • Life$28K
  • Short-term disability$15K
  • Other$5K
Total $133K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA62%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY38%
Total $133K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $12K1 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

ALICO, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$14.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALICO, INC. EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$133K
Covered lives19
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALICO, INC. 401(K) PROFIT SHARING PLAN401k$14.5M02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALICO, INC. EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$133K192025
Retirement plans
Welfare plans
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