Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NORTH STATE GROCERY, INC.
EIN 68-0173691supermarketsLatest filing 2025
Plans
3
Retirement
2
$116.7M assets
Welfare
1
$263K premiums
Participants
2,632
20803 FRONT STREET, PO BOX 439 - COTTONWOOD, CA 960220439530-347-4621shopholidaymarket.comLinkedIn1001-5000 employeessupermarkets
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $116.7M assets / 1,612 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $263K premiums / 1,015 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$234K
- Life$138K
- Short-term disability$96K
- Long-term disability$29K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY63%
- AFLAC37%
Broker market share
Schedule A broker compensation
49%top
- M & O AGENCIES INC49%
- TERRIE RUNOLFSON33%
- GARY WAYNE OGLE7%
- CHERI LYNN DANNENBERG5%
- JOSHUA LITTLEFIELD2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTH STATE GROCERY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$100.7M
Participants926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NORTH STATE GROCERY, INC. 401(K) PLAN
401k
Assets$16.0M
Participants686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORTH STATE GROCERY EMPLOYEE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$263K
Covered lives1,015
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTH STATE GROCERY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $100.7M | 926 | 2024 | |
| 001 | NORTH STATE GROCERY, INC. 401(K) PLAN | 401k | $16.0M | 686 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORTH STATE GROCERY EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $263K | 1,015 | 2025 |
Retirement plans
Welfare plans