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Sponsor portfolioTH

BUSH BROTHERS & COMPANY

EIN 62-0145910-food production-Latest filing 2024
Plans
4
Retirement
2
$299.1M assets
Welfare
2
$2.3M premiums
Participants
2,947
1016 E WEISGARBER ROAD - KNOXVILLE, TN 37909865-588-7685bushbeans.comLinkedIn501-1000 employeesfood production
Plans on this EIN
4 filings
#001TraditionalDB-$232.8M - 728 part#003401k-$66.3M - 803 part#510Fully Insured-$1.7M - 720 lives#501Self Funded-$544K - 721 lives

Retirement portfolio analytics

2 plans aggregated / $299.1M assets / 1,531 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • BROTHERS & COMPANY (#001)78%
  • AND TRUST AGREEMENT (#003)22%
Total $299.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • ASCENSUS LLC22%
Total $299.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST AGREEMENT (#003)803
  • BROTHERS & COMPANY (#001)728
Total 1,531Click row to drill in

Benefits portfolio analytics

2 plans / $2.3M premiums / 1,441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$640K
  • Life$637K
  • Stop-loss$544K
  • Dental$452K
  • Short-term disability$285K
  • Long-term disability$270K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
  • HUMANA INSURANCE COMPANY20%
  • EYEMED VISION CARE4%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • WILLIS TOWERS WATSON US LLC62%
  • MARSH & MCLENNAN AGENCY LLC38%
Total $271K2 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

THE RETIREMENT PLAN FOR EMPLOYEES OF BUSH BROTHERS & COMPANY

TraditionalDB

Assets$232.8M
Participants728
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT

401k

Assets$66.3M
Participants803
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BUSH BROTHERS & COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives720
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN AT BUSH BROTHERS & COMPANY

Self Funded - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$544K
Covered lives721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE RETIREMENT PLAN FOR EMPLOYEES OF BUSH BROTHERS & COMPANYTraditionalDB$232.8M7282024
003BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT401k$66.3M8032024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BUSH BROTHERS & COMPANY EMPLOYEE BENEFIT PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.7M7202024
501GROUP INSURANCE PLAN AT BUSH BROTHERS & COMPANYSelf FundedUNUM LIFE INSURANCE COMPANY OF AMERICA$544K7212024
Retirement plans
Welfare plans
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