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Sponsor portfolioTH

ASSOCIATED GROCERS, INC.

EIN 72-0403734-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$50.5M assets
Welfare
1
$565K premiums
Participants
1,550
8600 ANSELMO LANE - BATON ROUGE, LA 70810225-769-2020
Plans on this EIN
3 filings
#002401k-$44.4M - 488 part#003401k-$6.1M - 324 part#550Mixed-$565K - 738 lives

Retirement portfolio analytics

2 plans aggregated / $50.5M assets / 812 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#002)88%
  • BARGAINING UNIT EMPLOYEES (#003)12%
Total $50.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)488
  • BARGAINING UNIT EMPLOYEES (#003)324
Total 812Click row to drill in

Benefits portfolio analytics

1 plan / $565K premiums / 738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$335K
  • Other$335K
  • Dental$230K
  • Vision$230K
  • Short-term disability$218K
  • Long-term disability$218K
Total $565K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • BLUE CROSS OF CALIFORNIA41%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39%
  • AFLAC21%
  • OCHSNER0%
Total $565K4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • LOCKTON COMPANIES, LLC52%
  • TOPBENEFITS LLC36%
  • AMERICAN BNFT & COMP SYSTEMS10%
  • EMERSON STAFFORD1%
  • MICHELLE D VEAL0%
  • +3 more
Total $49K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$44.4M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

401k

Assets$6.1M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

ASSOCIATED GROCERS, INC. EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$565K
Covered lives738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN401k$44.4M4882025
003ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES401k$6.1M3242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550ASSOCIATED GROCERS, INC. EMPLOYEE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF LOUISIANA$565K7382025
Retirement plans
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