Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELCH FOODS, INC., A COOPERATIVE
EIN 16-0998906food productionLatest filing 2025
Plans
4
Retirement
3
$260.1M assets
Welfare
1
$8.6M premiums
Participants
2,978
1601 TRAPELO ROAD, SUITE 100 - WALTHAM, MA 02451978-371-1000LinkedIn1001-5000 employeesfood production
Retirement portfolio analytics
3 plans aggregated / $260.1M assets / 2,166 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
50%top
- T ROWE PRICE RPS INC50%
- (Not disclosed)50%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.6M premiums / 1,330 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.9M
- Prescription drug$7.9M
- Other$732K
- Life$552K
- Short-term disability$552K
- Long-term disability$552K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
82%top
- USI INSURANCE SERVICES LLC82%
- LOCKTON COMPANIES, LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
WELCH FOODS INC. PENSION PLAN
TraditionalDB
Assets$128.9M
Participants993
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
WELCH FOODS, INC. & NATIONAL GRAPE CO-OPERATIVE ASSOC., INC. SAVINGS/SUPPLEMENTAL RETIREMENT PLAN
401k
Assets$125.3M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES
401k
Assets$6.0M
Participants607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525
WELCH FOODS HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$8.6M
Covered lives1,330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | WELCH FOODS INC. PENSION PLAN | TraditionalDB | $128.9M | 993 | 2025 | |
| 007 | WELCH FOODS, INC. & NATIONAL GRAPE CO-OPERATIVE ASSOC., INC. SAVINGS/SUPPLEMENTAL RETIREMENT PLAN | 401k | $125.3M | 566 | 2024 | |
| 008 | WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES | 401k | $6.0M | 607 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | WELCH FOODS HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $8.6M | 1,330 | 2024 |
Retirement plans
Welfare plans