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Sponsor portfolioTH

BROOKSHIRE BROTHERS, INC.

EIN 75-2692839-supermarkets-Latest filing 2025
Plans
6
Retirement
1
$134.4M assets
Welfare
5
$509K premiums
Participants
16,019
1201 ELLEN TROUT DRIVE - LUFKIN, TX 759041233936-634-8155brookshirebrothers.comLinkedIn5001-10000 employeessupermarkets
Plans on this EIN
6 filings
#002ESOP-$134.4M - 5,139 part#508Fully Insured-$181K - 1,881 lives#503Fully Insured-$172K - 870 lives#509Fully Insured-$156K - 1,884 lives#504Self Funded-0 lives#505Self Funded-0 lives

Benefits portfolio analytics

5 plans / $509K premiums / 4,635 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$181K
  • Health$172K
  • Dental$172K
  • Life$156K
Total $509K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
  • ZURICH AMERICAN INSURANCE COMPANY34%
  • COMPANION LIFE INSURANCE COMPANY19%
Total $509K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • NEXCALIBER76%
  • DAVID FEACHEN6%
  • MSLM INSURANCE MARKETING6%
  • TOPBENEFITS LLC5%
  • THE AGENCY OF NORTH GEORGIA, INC.3%
  • +3 more
Total $368K8 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

BROOKSHIRE BROTHERS KSOP

ESOP

Assets$134.4M
Participants5,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

BROOKSHIRE BROTHERS LONGTERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$181K
Covered lives1,881
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BROOKSHIRE BROTHERS INC EMPLOYEE HEALTH AND DENTAL PLAN

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$172K
Covered lives870
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BROOKSHIRE BROTHERS LIFE INSURANCE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$156K
Covered lives1,884
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BROOKSHIRE BROTHERS INC EMPLOYEE INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BROOKSHIRE BROTHERS, INC. SHORT TERM DISABILITY INCOME PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BROOKSHIRE BROTHERS KSOPESOP$134.4M5,1392025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
508BROOKSHIRE BROTHERS LONGTERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$181K1,8812025
503BROOKSHIRE BROTHERS INC EMPLOYEE HEALTH AND DENTAL PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$172K8702025
509BROOKSHIRE BROTHERS LIFE INSURANCE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$156K1,8842025
504BROOKSHIRE BROTHERS INC EMPLOYEE INJURY BENEFIT PLANSelf Funded-$002025
505BROOKSHIRE BROTHERS, INC. SHORT TERM DISABILITY INCOME PLANSelf Funded-$002025
Retirement plans
Welfare plans
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