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  2. COBURN SUPPLY COMPANY, INC.
Sponsor portfolio

COBURN SUPPLY COMPANY, INC.

EIN 76-0700401-wholesale-Latest filing 2025
Plans
3
Retirement
2
$100.1M assets
Welfare
1
$1.0M premiums
Participants
2,417
P.O. BOX 2177 - BEAUMONT, TX 777042177409-838-6363coburns.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filings
#002401k-$84.9M - 1,359 part#003ProfitSharing-$15.2M - 80 part#502Mixed-$1.0M - 1,330 lives

Retirement portfolio analytics

2 plans aggregated / $100.1M assets / 1,439 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • SUPPLY COMPANY, INC. (#002)85%
  • SUPPLY COMPANY, INC. (#003)15%
Total $100.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLY COMPANY, INC. (#002)1,359
  • SUPPLY COMPANY, INC. (#003)80
Total 1,439Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$552K
  • Life$552K
  • Long-term disability$552K
  • Other$552K
  • Dental$470K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • DEARBORN LIFE INSURANCE COMPANY54%
  • BLUE CROSS OF CALIFORNIA46%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $112K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC.

401k

Assets$84.9M
Participants1,359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE EMPLOYEES RETIREMENT PLAN OF COBURN SUPPLY COMPANY, INC.

ProfitSharing

Assets$15.2M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH PLAN

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives1,330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC.401k$84.9M1,3592024
003THE EMPLOYEES RETIREMENT PLAN OF COBURN SUPPLY COMPANY, INC.ProfitSharing$15.2M802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH PLANMixedDEARBORN LIFE INSURANCE COMPANY$1.0M1,3302025
Retirement plans
Welfare plans
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