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Sponsor portfolio

RAFFERTYS, INC.

EIN 61-0985188-Latest filing 2025
Plans
2
Retirement
1
$35.0M assets
Welfare
1
$713K premiums
Participants
2,797
1750 SCOTTSVILLE ROAD, SUITE 2 - BOWLING GREEN, KY 42104270-781-2834
Plans on this EIN
2 filings
#001ESOP-$35.0M - 2,549 part#502Mixed-$713K - 266 lives

Benefits portfolio analytics

1 plan / $713K premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$599K
  • Vision$599K
  • Stop-loss$599K
  • Life$65K
  • Other$65K
  • Long-term disability$39K
  • +1 more
Total $713K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • ANTHEM LIFE INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY16%
Total $713K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOUCHENS INSURANCE GROUP INC100%
Total $33K1 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

RAFFERTYS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.0M
Participants2,549
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RAFFERTY'S INC. EMPLOYEE BENEFIT PLAN

Mixed - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$713K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RAFFERTYS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.0M2,5492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RAFFERTY'S INC. EMPLOYEE BENEFIT PLANMixedANTHEM HEALTH PLANS OF KY, INC.$713K2662025
Retirement plans
Welfare plans
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