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Sponsor portfolio

CONE DISTRIBUTING, INC.

EIN 59-2485014-wholesale-Latest filing 2024
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$438K premiums
Participants
738
1551 NW 44TH AVE - OCALA, FL 34482352-732-4111teamcone.netLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$19.8M - 413 part#501Mixed-$438K - 325 lives

Benefits portfolio analytics

1 plan / $438K premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$438K
  • Dental$420K
  • Vision$420K
  • Life$420K
  • Short-term disability$420K
  • Long-term disability$420K
Total $438K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA96%
  • TELADOC4%
Total $438K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALLIANT INSURANCE SERVICES, INC.95%
  • UNKNOWN5%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONE DISTRIBUTING, INC. 401(K) PLAN

401k

Assets$19.8M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONE DISTRIBUTING HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$438K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONE DISTRIBUTING, INC. 401(K) PLAN401k$19.8M4132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONE DISTRIBUTING HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$438K3252024
Retirement plans
Welfare plans
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