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Sponsor portfolio

RALEY'S ARIZONA LLC

EIN 87-2167964-Latest filing 2025
Plans
4
Retirement
1
$127.5M assets
Welfare
3
$2.6M premiums
Participants
7,095
2650 WEST GERONIMO PLACE - CHANDLER, AZ 85224480-895-9350
Plans on this EIN
4 filings
#001CashBalance-$127.5M - 4,265 part#502Mixed-$1.4M - 2,809 lives#501Fully Insured-$833K - 2,564 lives#503Fully Insured-$310K - 3,038 lives

Benefits portfolio analytics

3 plans / $2.6M premiums / 8,411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$833K
  • Long-term disability$310K
  • Vision$249K
Total $2.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN10%
  • INTEGRATED BEHAVIORAL HEALTH4%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • EDGEWOOD PARTNERS INSURANCE CENTER52%
  • THE JAMES B OSWALD COMPANY41%
  • JAMES W WARD7%
Total $330K3 slices

Plan deep-dives

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

BASHAS' EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$127.5M
Participants4,265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BASHAS' GROUP WELFARE BENEFIT PLAN

Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives2,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BASHAS' GROUP LIFE INSURANCE

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$833K
Covered lives2,564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LONG TERM DISABILITY INSURANCE

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$310K
Covered lives3,038
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BASHAS' EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$127.5M4,2652024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BASHAS' GROUP WELFARE BENEFIT PLANMixedAMERICAN HERITAGE LIFE INSURANCE COMPANY$1.4M2,8092025
501BASHAS' GROUP LIFE INSURANCEFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$833K2,5642025
503LONG TERM DISABILITY INSURANCEFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$310K3,0382025
Retirement plans
Welfare plans
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