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Sponsor portfolioTH

BI-MART CORPORATION

EIN 95-4159373-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$248.2M assets
Welfare
1
$431K premiums
Participants
8,726
PO BOX 2310, 220 S. SENECA ROAD - EUGENE, OR 974020199541-344-0681
Plans on this EIN
3 filings
#003ESOP-$141.2M - 3,262 part#002401k-$107.0M - 3,385 part#501Mixed-$431K - 2,073 lives

Retirement portfolio analytics

2 plans aggregated / $248.2M assets / 6,647 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EMPLOYEE STOCK OWNERSHIP (#003)57%
  • CONTRIBUTION RETIREMENT PLAN (#002)43%
Total $248.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)3,385
  • EMPLOYEE STOCK OWNERSHIP (#003)3,262
Total 6,647Click row to drill in

Benefits portfolio analytics

1 plan / $431K premiums / 2,073 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$323K
  • Life$260K
  • Long-term disability$108K
Total $431K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA99%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY1%
Total $431K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WOODRUFF-SAWYER & CO100%
Total $12K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BI-MART CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$141.2M
Participants3,262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

401k

Assets$107.0M
Participants3,385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BI-MART CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$431K
Covered lives2,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BI-MART CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$141.2M3,2622025
002BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN401k$107.0M3,3852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BI-MART CORPORATION EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$431K2,0732025
Retirement plans
Welfare plans
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