Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$264K
- Life$63K
- Short-term disability$35K
- Long-term disability$27K
Sponsor portfolio
ASSOCIATED GROCERS OF THE SOUTH,INC
EIN 63-0011690retailLatest filing 2025
Plans
4
Retirement
1
$10.9M assets
Welfare
3
$405K premiums
Participants
870
Benefits portfolio analytics
3 plans / $405K premiums / 467 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- GERBER LIFE INSURANCE COMPANY68%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY32%
Broker market share
Schedule A broker compensation
100%top
- COBBS ALLEN & HALL INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN
401k
Assets$10.9M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ASSOCIATED GROCERS OF THE SOUTH, INC. GROUP HEALTH AND DENTAL CARE PLAN
Self Funded - GERBER LIFE INSURANCE COMPANY
Premiums$264K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ASSOCIATED GROCERS OF THE SOUTH, INC. LIFE AND DISABILITY PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$124K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ASSOCIATED GROCERS OF THE SOUTH, INC. VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$16K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN | 401k | $10.9M | 262 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ASSOCIATED GROCERS OF THE SOUTH, INC. GROUP HEALTH AND DENTAL CARE PLAN | Self Funded | GERBER LIFE INSURANCE COMPANY | $264K | 140 | 2025 | |
| 503 | ASSOCIATED GROCERS OF THE SOUTH, INC. LIFE AND DISABILITY PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $124K | 237 | 2025 | |
| 504 | ASSOCIATED GROCERS OF THE SOUTH, INC. VISION PLAN | Fully Insured | VISION SERVICE PLAN | $16K | 90 | 2024 |
Retirement plans
Welfare plans