Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FARMER BROS. CO.
EIN 95-0725980food & beveragesLatest filing 2025
Plans
4
Retirement
3
$152.4M assets
Welfare
1
$1.4M premiums
Participants
3,299
14501 N FREEWAY - FORT WORTH, TX 76177682-549-6600farmerbros.comLinkedIn501-1000 employeesfood & beverages
Retirement portfolio analytics
3 plans aggregated / $152.4M assets / 2,199 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 1,100 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$857K
- Life$496K
- Long-term disability$496K
- Health$401K
- Prescription drug$401K
- Vision$73K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
36%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA36%
- KAISER FOUNDATION HEALTH PLAN INC29%
- METROPOLITAN LIFE INSURANCE COMPANY25%
- VISION SERVICE PLAN5%
- ALPHA DENTAL PROGRAMS, INC.3%
- +2 more
Broker market share
Schedule A broker compensation
82%top
- LOCKTON COMPANIES, LLC82%
- USI INSURANCE SERVICES LLC18%
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FARMER BROS. CO. 401(K) PLAN
401k
Assets$103.5M
Participants1,544
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FARMER BROS. CO. PENSION PLAN
TraditionalDB
Assets$45.1M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
FARMER BROS. CO. HOURLY EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$3.8M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FARMER BROS CO GROUP HEALTH PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.4M
Covered lives1,100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FARMER BROS. CO. 401(K) PLAN | 401k | $103.5M | 1,544 | 2024 | |
| 002 | FARMER BROS. CO. PENSION PLAN | TraditionalDB | $45.1M | 491 | 2025 | |
| 006 | FARMER BROS. CO. HOURLY EMPLOYEES' PENSION PLAN | TraditionalDB | $3.8M | 164 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FARMER BROS CO GROUP HEALTH PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.4M | 1,100 | 2024 |
Retirement plans
Welfare plans