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  2. BEN E. KEITH COMPANY
Sponsor portfolioTH

BEN E. KEITH COMPANY

EIN 75-0372230-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$935.9M assets
Welfare
1
$12.8M premiums
Participants
19,512
601 EAST 7TH STREET - FORT WORTH, TX 761025501817-877-5700benekeith.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
3 filings
#002401k-$494.0M - 7,669 part#001TraditionalDB-$441.9M - 5,233 part#502Fully Insured-$12.8M - 11,286 lives

Retirement portfolio analytics

2 plans aggregated / $935.9M assets / 12,902 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • COMPANY RETIREMENT Savings (#002)53%
  • AND ITS AFFILIATES (#001)47%
Total $935.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE53%
  • (Not disclosed)47%
Total $935.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT Savings (#002)7,669
  • AND ITS AFFILIATES (#001)5,233
Total 12,902Click row to drill in

Benefits portfolio analytics

1 plan / $12.8M premiums / 11,286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Dental$3.5M
  • Life$3.2M
  • Other$3.2M
  • Long-term disability$1.1M
  • +1 more
Total $12.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • BLUE CROSS OF CALIFORNIA35%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $12.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • WILLIS TOWERS WATSON US LLC6%
Total $472K2 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

BEN E. KEITH COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$494.0M
Participants7,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF BEN E. KEITH COMPANY AND ITS AFFILIATES

TraditionalDB

Assets$441.9M
Participants5,233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BEN E. KEITH COMPANY WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$12.8M
Covered lives11,286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BEN E. KEITH COMPANY RETIREMENT SAVINGS PLAN401k$494.0M7,6692025
001RETIREMENT PLAN FOR EMPLOYEES OF BEN E. KEITH COMPANY AND ITS AFFILIATESTraditionalDB$441.9M5,2332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BEN E. KEITH COMPANY WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$12.8M11,2862024
Retirement plans
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