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Sponsor portfolioTH

BASIC AMERICAN, INC.

EIN 94-1318402-food production-Latest filing 2024
Plans
4
Retirement
2
$171.2M assets
Welfare
2
$389K premiums
Participants
3,141
1676 N. CALIFORNIA BLVD., SUITE 525 - WALNUT CREEK, CA 94596925-472-4000LinkedIn1001-5000 employeesfood production
Plans on this EIN
4 filings
#001401k-$158.7M - 1,640 part#003TraditionalDB-$12.5M - 355 part#501Mixed-$389K - 1,425 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $171.2M assets / 1,995 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • BASIC RETIREMENT Savings (#001)93%
  • BASIC AMERICAN FOODS (#003)7%
Total $171.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $171.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BASIC RETIREMENT Savings (#001)1,640
  • BASIC AMERICAN FOODS (#003)355
Total 1,995Click row to drill in

Benefits portfolio analytics

2 plans / $389K premiums / 1,425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$223K
  • Long-term disability$223K
  • Vision$88K
  • Other$78K
Total $389K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HARTFORD LIFE AND ACCIDENT77%
  • VISION SERVICE PLAN23%
Total $389K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $4K1 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

BASIC RETIREMENT SAVINGS PLAN

401k

Assets$158.7M
Participants1,640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PENSION PLAN BASIC AMERICAN FOODS

TraditionalDB

Assets$12.5M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BASIC AMERICAN FOODS EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$389K
Covered lives1,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BASIC AMERICAN FOODS SEPARATION PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BASIC RETIREMENT SAVINGS PLAN401k$158.7M1,6402024
003PENSION PLAN BASIC AMERICAN FOODSTraditionalDB$12.5M3552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BASIC AMERICAN FOODS EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$389K1,4252024
503BASIC AMERICAN FOODS SEPARATION PAY PLANSelf Funded-$002024
Retirement plans
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