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  2. PBI-GORDON COMPANIES, INC
Sponsor portfolio

PBI-GORDON COMPANIES, INC

EIN 85-2832459-consumer goods-Latest filing 2024
Plans
3
Retirement
2
$392.0M assets
Welfare
1
$645K premiums
Participants
1,675
22701 WEST 68TH TERRACE - SHAWNEE, KS 662263567816-421-4070pbigordon.comLinkedIn1-10 employeesconsumer goods
Plans on this EIN
3 filings
#002ESOP-$358.7M - 594 part#001401k-$33.3M - 561 part#507Mixed-$645K - 831 lives

Retirement portfolio analytics

2 plans aggregated / $392.0M assets / 1,155 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • EMPLOYEE STOCK OWNERSHIP (#002)92%
  • 401(K) RETIREMENT Savings (#001)8%
Total $392.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)594
  • 401(K) RETIREMENT Savings (#001)561
Total 1,155Click row to drill in

Benefits portfolio analytics

1 plan / $645K premiums / 831 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$211K
  • Short-term disability$162K
  • Life$120K
  • Long-term disability$97K
  • Vision$50K
  • Other$6K
Total $645K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA60%
  • DELTA DENTAL OF CALIFORNIA33%
  • EYEMED VISION CARE8%
Total $645K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $61K1 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

PBI-GORDON COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$358.7M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PBI-GORDON COMPANIES, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$33.3M
Participants561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PBI-GORDON COMPANIES, INC EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$645K
Covered lives831
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PBI-GORDON COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$358.7M5942024
001PBI-GORDON COMPANIES, INC. 401(K) RETIREMENT SAVINGS PLAN401k$33.3M5612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PBI-GORDON COMPANIES, INC EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$645K8312024
Retirement plans
Welfare plans
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