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Sponsor portfolio

NATIONAL BEVERAGE CORP

EIN 59-2605822-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$89.2M assets
Welfare
1
$1.3M premiums
Participants
3,126
8050 SW 10TH STREET, 4TH FLOOR - FORT LAUDERDALE, FL 33324954-581-0922LinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filings
#003401k-$89.2M - 1,866 part#501Mixed-$1.3M - 1,487 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Dental$127K
  • Vision$127K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARTFORD LIFE AND ACCIDENT90%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • LOCKTON COMPANIES, LLC73%
  • EXPLAIN MY BENEFITS LLC27%
  • HENRY B CANTRELL & COMPANY1%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $89K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NATIONAL BEVERAGE INVESTMENT AND PROFIT SHARING PLAN

401k

Assets$89.2M
Participants1,866
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL BEVERAGE CORP SUBSIDIARIES & AFFILIATES WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.3M
Covered lives1,487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003NATIONAL BEVERAGE INVESTMENT AND PROFIT SHARING PLAN401k$89.2M1,8662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL BEVERAGE CORP SUBSIDIARIES & AFFILIATES WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$1.3M1,4872025
Retirement plans
Welfare plans
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