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  2. ACOSTA, INC.
Sponsor portfolio

ACOSTA, INC.

EIN 84-3954764-retail-Latest filing 2024
Plans
2
Retirement
1
$838.9M assets
Welfare
1
$7.5M premiums
Participants
78,020
6651 GATE PARKWAY, SUITE 1 - JACKSONVILLE, FL 32256904-281-9800acosta.comLinkedIn10001+ employeesretail
Plans on this EIN
2 filings
#002401k-$838.9M - 54,936 part#501Fully Insured-$7.5M - 34,553 lives

Benefits portfolio analytics

1 plan / $7.5M premiums / 34,553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.0M
  • Life$2.4M
  • Long-term disability$1.3M
  • Vision$1.2M
  • Health$887K
  • Dental$661K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • VISION SERVICE PLAN16%
  • NATIONWIDE LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA9%
  • CURALINC HEALTHCARE4%
  • +3 more
Total $7.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MERCER HEALTH AND BENEFITS, LLC80%
  • BENEFITSTORE INC19%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $881K3 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

ACOSTA, INC. 401(K) RETIREMENT PLAN

401k

Assets$838.9M
Participants54,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACOSTA HEALTH AND WELFARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7.5M
Covered lives34,553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACOSTA, INC. 401(K) RETIREMENT PLAN401k$838.9M54,9362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACOSTA HEALTH AND WELFARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$7.5M34,5532024
Retirement plans
Welfare plans
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