Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE DENVER WHOLESALE FLORIST CO
EIN 84-0188620retailLatest filing 2024
Plans
3
Retirement
2
$34.9M assets
Welfare
1
$104K premiums
Participants
631
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $34.9M assets / 530 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $104K premiums / 123 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$86K
- Short-term disability$86K
- Long-term disability$86K
- Other$86K
- Vision$18K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY83%
- VISION SERVICE PLAN17%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE DENVER WHOLESALE FLORISTS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$21.8M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE DENVER WHOLESALE FLORISTS CO. 401(K) RETIREMENT PLAN
401k
Assets$13.1M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DWF WHOLESALE FLORIST HEALTH BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$104K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE DENVER WHOLESALE FLORISTS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $21.8M | 227 | 2024 | |
| 001 | THE DENVER WHOLESALE FLORISTS CO. 401(K) RETIREMENT PLAN | 401k | $13.1M | 303 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DWF WHOLESALE FLORIST HEALTH BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $104K | 123 | 2024 |
Retirement plans
Welfare plans