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Sponsor portfolio

CAFE RIO, INC.

EIN 84-1417768-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$421K premiums
Participants
4,352
1245 EAST BRICKYARD ROAD, SUITE 600 - SALT LAKE CITY, UT 84106801-441-5000triodining.comLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#002401k-$16.7M - 3,674 part#501Mixed-$421K - 678 lives

Benefits portfolio analytics

1 plan / $421K premiums / 678 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$421K
  • Life$332K
  • Short-term disability$332K
  • Long-term disability$332K
Total $421K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • LEGALPLANS, USA2%
Total $421K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • GALLAGHER BENEFIT SERVICES, INC.70%
  • KEELER & ASSOCIATES20%
  • BENEFITS ALL INSURANCE, LLC8%
  • GBS BENEFITS INC1%
  • SHAWN KEELER0%
Total $76K5 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

CAFE RIO, INC. 401(K) PLAN

401k

Assets$16.7M
Participants3,674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAFE RIO, INC. BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$421K
Covered lives678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAFE RIO, INC. 401(K) PLAN401k$16.7M3,6742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAFE RIO, INC. BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$421K6782025
Retirement plans
Welfare plans
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