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Sponsor portfolioTH

BIMBO BAKERIES USA, INC.

EIN 75-2491201-food production-Latest filing 2024
Plans
4
Retirement
2
$51.3M assets
Welfare
2
$14.7M premiums
Participants
16,407
10 FOX RUN ROAD, SUITE 1 - DRUM, PA 18222203-386-9226bimbobakeriesusa.comLinkedIn10001+ employeesfood production
Plans on this EIN
4 filings
#001MoneyPurchase-$29.2M - 46 part#463ProfitSharing-$22.0M - 174 part#532Mixed-$14.3M - 14,556 lives#533Mixed-$470K - 1,517 lives

Retirement portfolio analytics

2 plans aggregated / $51.3M assets / 220 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • DRIVER'S ANNUITY PLAN (#001)57%
  • SALESPERSON'S TRUST FUND (#463)43%
Total $51.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALESPERSON'S TRUST FUND (#463)174
  • DRIVER'S ANNUITY PLAN (#001)46
Total 220Click row to drill in

Benefits portfolio analytics

2 plans / $14.7M premiums / 16,073 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$9.3M
  • Other$9.2M
  • Long-term disability$3.4M
  • Vision$1.5M
  • Health$112K
Total $14.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SECURIAN LIFE INSURANCE COMPANY63%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA23%
  • VISION SERVICE PLAN10%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • +1 more
Total $14.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • LOCKTON COMPANIES, LLC0%
Total $888K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LOCAL 145 BAKERY DRIVER'S ANNUITY PLAN

MoneyPurchase

Assets$29.2M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#463

LOCAL 463 ENTENMANN'S SALESPERSON'S TRUST FUND

ProfitSharing

Assets$22.0M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#532

BIMBO BAKERIES USA HEALTH AND WELFARE PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$14.3M
Covered lives14,556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533

BIMBO BAKERIES USA RETIREE WELFARE PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$470K
Covered lives1,517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOCAL 145 BAKERY DRIVER'S ANNUITY PLANMoneyPurchase$29.2M462024
463LOCAL 463 ENTENMANN'S SALESPERSON'S TRUST FUNDProfitSharing$22.0M1742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
532BIMBO BAKERIES USA HEALTH AND WELFARE PLANMixedSECURIAN LIFE INSURANCE COMPANY$14.3M14,5562024
533BIMBO BAKERIES USA RETIREE WELFARE PLANMixedSECURIAN LIFE INSURANCE COMPANY$470K1,5172024
Retirement plans
Welfare plans
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