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  2. STATER BROS. MARKETS
Sponsor portfolio

STATER BROS. MARKETS

EIN 95-2586175-retail-Latest filing 2024
Plans
4
Retirement
3
$313.8M assets
Welfare
1
$13.9M premiums
Participants
4,836
301 S. TIPPECANOE AVE. - SAN BERNARDINO, CA 92408909-733-5000staterbros.comLinkedIn10001+ employeesretail
Plans on this EIN
4 filings
#004TraditionalDB-$178.7M - 1,653 part#005401k-$107.1M - 1,207 part#003ProfitSharing-$28.0M - 1,050 part#501Mixed-$13.9M - 1,257 lives

Retirement portfolio analytics

3 plans aggregated / $313.8M assets / 3,910 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • STATER BROS. MARKETS (#004)57%
  • OF STATER BROS. (#005)34%
  • STATER BROS. MARKETS (#003)9%
Total $313.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STATER BROS. MARKETS (#004)1,653
  • OF STATER BROS. (#005)1,207
  • STATER BROS. MARKETS (#003)1,050
Total 3,910Click row to drill in

Benefits portfolio analytics

1 plan / $13.9M premiums / 1,257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.9M
  • Prescription drug$12.9M
  • Other$295K
  • Life$295K
  • Long-term disability$189K
  • Vision$109K
  • +1 more
Total $13.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • KAISER FOUNDATION HEALTH PLAN INC56%
  • HEALTH NET38%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +2 more
Total $13.9M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $298K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

PENSION PLAN FOR SALARIED EMPLOYEES OF STATER BROS. MARKETS

TraditionalDB

Assets$178.7M
Participants1,653
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

401(K) PLAN FOR SALARIED EMPLOYEES OF STATER BROS.

401k

Assets$107.1M
Participants1,207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PROFIT SHARING PLAN FOR EMPLOYEES OF STATER BROS. MARKETS

ProfitSharing

Assets$28.0M
Participants1,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE MEDICAL AND DENTAL

Mixed - KAISER FOUNDATION HEALTH PLAN, INC

Premiums$13.9M
Covered lives1,257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004PENSION PLAN FOR SALARIED EMPLOYEES OF STATER BROS. MARKETSTraditionalDB$178.7M1,6532024
005401(K) PLAN FOR SALARIED EMPLOYEES OF STATER BROS.401k$107.1M1,2072024
003PROFIT SHARING PLAN FOR EMPLOYEES OF STATER BROS. MARKETSProfitSharing$28.0M1,0502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE MEDICAL AND DENTALMixedKAISER FOUNDATION HEALTH PLAN, INC$13.9M1,2572024
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