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Sponsor portfolio

ALLAN BROS., INC.

EIN 91-0754316-warehousing-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$858K premiums
Participants
1,467
31 ALLAN RD. - NACHES, WA 98937509-653-2625allanbrosfruit.comLinkedIn201-500 employeeswarehousing
Plans on this EIN
2 filings
#001401k-$22.3M - 1,101 part#501Mixed-$858K - 357 lives

Benefits portfolio analytics

1 plan / $858K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$592K
  • Dental$233K
  • Life$32K
  • Other$30K
Total $858K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA69%
  • DELTA DENTAL OF CALIFORNIA27%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $858K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $17K1 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

ALLAN BROS, INC. 401(K) PLAN AND TRUST

401k

Assets$22.3M
Participants1,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLAN BROS., INC. EMPLOYEE WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$858K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLAN BROS, INC. 401(K) PLAN AND TRUST401k$22.3M1,1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLAN BROS., INC. EMPLOYEE WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$858K3572025
Retirement plans
Welfare plans
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