Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLOW RUN FOODS, INC.
EIN 15-0528865wholesaleLatest filing 2025
Plans
7
Retirement
2
$70.9M assets
Welfare
5
$3.4M premiums
Participants
2,141
Retirement portfolio analytics
2 plans aggregated / $70.9M assets / 1,028 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- (Not disclosed)88%
- NEWPORT GROUP, INC.12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $3.4M premiums / 964 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Dental$111K
- Short-term disability$56K
- Long-term disability$47K
- Life$46K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- COMPANION LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
88%top
- EBA SERVICES, LLC88%
- NFP INSURANCE SERVICES INC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WILLOW RUN FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$62.4M
Participants681
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLOW RUN FOODS INC. 401(K) PLAN
401k
Assets$8.6M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
WILLOW RUN FOODS, INC. GROUP HEALTH INSURANCE PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$3.1M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WILLOW RUN FOODS, INC. DENTAL PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$111K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
WILLOW RUN FOODS, INC. VOLUNTARY DISABILITY
Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$103K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
WILLOW RUN FOODS, INC. LIFE INSURANCE & ACCIDENTAL DEATH
Mixed - COMPANION LIFE INSURANCE COMPANY
Premiums$46K
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
WILLOW RUN FOODS INC HEALTH REIMBURSEMENT ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WILLOW RUN FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $62.4M | 681 | 2025 | |
| 002 | WILLOW RUN FOODS INC. 401(K) PLAN | 401k | $8.6M | 347 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WILLOW RUN FOODS, INC. GROUP HEALTH INSURANCE PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $3.1M | 199 | 2025 | |
| 502 | WILLOW RUN FOODS, INC. DENTAL PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $111K | 237 | 2025 | |
| 505 | WILLOW RUN FOODS, INC. VOLUNTARY DISABILITY | Fully Insured | MUTUAL OF OMAHA INSURANCE COMPANY | $103K | 232 | 2025 | |
| 503 | WILLOW RUN FOODS, INC. LIFE INSURANCE & ACCIDENTAL DEATH | Mixed | COMPANION LIFE INSURANCE COMPANY | $46K | 296 | 2025 | |
| 510 | WILLOW RUN FOODS INC HEALTH REIMBURSEMENT ACCOUNT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans