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Sponsor portfolioTH

CHAS. SELIGMAN DIST CO.

EIN 61-0674124-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$19.9M assets
Welfare
1
$1.3M premiums
Participants
311
10885 CLYDESDALE COURT - WALTON, KY 41094859-344-1881chasseligman.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$16.0M - 107 part#005401k-$3.9M - 64 part#501Fully Insured-$1.3M - 140 lives

Retirement portfolio analytics

2 plans aggregated / $19.9M assets / 171 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • & RETIREMENT PLAN (#001)80%
  • BARGAINING UNIT PLAN (#005)20%
Total $19.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)107
  • BARGAINING UNIT PLAN (#005)64
Total 171Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Life$86K
  • Short-term disability$86K
  • Long-term disability$86K
  • Dental$76K
  • Vision$14K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • HUB INTERNATIONAL MIDWEST LIMITED63%
  • HORAN ASSOCIATES INC.29%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $53K3 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

CHARLES SELIGMAN DISTRIBUTING CO. SAVINGS & RETIREMENT PLAN

401k

Assets$16.0M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CHARLES SELIGMAN DISTRIBUTING CO. 401(K) DRIVERS/WAREHOUSE BARGAINING UNIT PLAN

401k

Assets$3.9M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHAS. SELIGMAN DIST. CO.

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$1.3M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES SELIGMAN DISTRIBUTING CO. SAVINGS & RETIREMENT PLAN401k$16.0M1072024
005CHARLES SELIGMAN DISTRIBUTING CO. 401(K) DRIVERS/WAREHOUSE BARGAINING UNIT PLAN401k$3.9M642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHAS. SELIGMAN DIST. CO.Fully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$1.3M1402025
Retirement plans
Welfare plans
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