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Sponsor portfolio

AFCO INDUSTRIES LLC

EIN 72-0450574-executive office-Latest filing 2025
Plans
3
Retirement
2
$89.3M assets
Welfare
1
$3.3M premiums
Participants
843
3400 ROY STREET - ALEXANDRIA, LA 71302318-448-1651afco-ind.comLinkedIn201-500 employeesexecutive office
Plans on this EIN
3 filings
#003ESOP-$80.2M - 370 part#001401k-$9.2M - 227 part#502Fully Insured-$3.3M - 237 lives

Retirement portfolio analytics

2 plans aggregated / $89.3M assets / 597 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#003)90%
  • INDUSTRIES LLC 401(K) (#001)10%
Total $89.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)370
  • INDUSTRIES LLC 401(K) (#001)227
Total 597Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$226K
  • Vision$226K
  • Life$226K
  • Long-term disability$226K
  • Other$226K
Total $226K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
  • BLUE CROSS OF CALIFORNIA0%
Total $226K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GALLAGHER BENEFIT SERVICES, INC.95%
  • BXS INSURANCE INC5%
Total $95K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AFCO INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$80.2M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AFCO INDUSTRIES LLC 401(K) PLAN

401k

Assets$9.2M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AFCO INDUSTRIES INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$3.3M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AFCO INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$80.2M3702024
001AFCO INDUSTRIES LLC 401(K) PLAN401k$9.2M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AFCO INDUSTRIES INC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$3.3M2372025
Retirement plans
Welfare plans
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