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Sponsor portfolio

CAMPBELL COMPANIES

EIN 84-3055712-machinery-Latest filing 2025
Plans
3
Retirement
2
$149.6M assets
Welfare
1
$1.3M premiums
Participants
2,863
4901 W 2100 S - WEST VALLEY CITY, UT 84120801-978-1856campbellcompanies.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
3 filings
#001401k-$93.0M - 723 part#003401k-$56.6M - 925 part#501Fully Insured-$1.3M - 1,300 lives

Retirement portfolio analytics

2 plans aggregated / $149.6M assets / 1,648 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN AND TRUST (#001)62%
  • BARGAINING UNIT 401(K) (#003)38%
Total $149.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINING UNIT 401(K) (#003)925
  • PLAN AND TRUST (#001)723
Total 1,648Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$546K
  • Other$477K
  • Short-term disability$401K
  • Long-term disability$216K
  • Vision$67K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY61%
  • RELIASTAR LIFE INSURANCE COMPANY32%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA5%
  • CURALINC HEALTHCARE2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GBS BENEFITS INC100%
Total $201K1 slice

Plan deep-dives

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

CAMPBELL COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$93.0M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN

401k

Assets$56.6M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAMPBELL COMPANIES CAFETERIA PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAMPBELL COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST401k$93.0M7232024
003CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN401k$56.6M9252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAMPBELL COMPANIES CAFETERIA PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.3M1,3002025
Retirement plans
Welfare plans
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