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  2. ENNIS, INC.
Sponsor portfolioTH

ENNIS, INC.

EIN 75-0256410-printing-Latest filing 2025
Plans
3
Retirement
2
$218.8M assets
Welfare
1
$4.1M premiums
Participants
4,909
2441 PRESIDENTIAL PARKWAY - MIDLOTHIAN, TX 760653723972-775-9801ennis.comLinkedIn5001-10000 employeesprinting
Plans on this EIN
3 filings
#011401k-$165.5M - 2,333 part#001TraditionalDB-$53.3M - 812 part#502Fully Insured-$4.1M - 1,854 lives

Retirement portfolio analytics

2 plans aggregated / $218.8M assets / 3,145 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INC. 401K PLAN (#011)76%
  • OF ENNIS, INC. (#001)24%
Total $218.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • AMERICAN UNITED LIFE INSURANCE CO76%
  • (Not disclosed)24%
Total $218.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#011)2,333
  • OF ENNIS, INC. (#001)812
Total 3,145Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 1,854 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.1M
  • Health$2.0M
  • Prescription drug$2.0M
  • Other$1.3M
  • Life$1.2M
  • Short-term disability$1.0M
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • DELTA DENTAL OF CALIFORNIA17%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN3%
  • +3 more
Total $4.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • WILLIS TOWERS WATSON US LLC97%
  • MARK J POMARO & ASSOCIATES2%
  • COMBINED INDEPENDENT AGENCIES1%
  • CROWN RISK MANAGEMENT, LLC0%
  • CROUSE COMPANY LLC0%
  • +1 more
Total $256K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

ENNIS INC. 401K PLAN

401k

Assets$165.5M
Participants2,333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.

TraditionalDB

Assets$53.3M
Participants812
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ENNIS INC HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$4.1M
Covered lives1,854
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
011ENNIS INC. 401K PLAN401k$165.5M2,3332025
001PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.TraditionalDB$53.3M8122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ENNIS INC HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$4.1M1,8542025
Retirement plans
Welfare plans
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