Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
3 plans aggregated / $164.9M assets / 773 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.6M premiums / 2,025 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
401(k)
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Mixed - HM LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TOOTSIE ROLL INDUSTRIES, LLC PROFIT SHARING PLAN | 401(k) | $96.4M | 335 | 2025 |
| #001 | TOOTSIE ROLL INDUSTRIES, LLC EMPLOYEES PENSION PLAN | Money purchase | $62.7M | 320 | 2025 |
| #003 | TOOTSIE ROLL INDUSTRIES, LLC 401(K) PLAN PLAN | 401(k) | $5.9M | 118 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TOOTSIE ROLL INDUSTRIES, LLC OFFICE & MANAGEMENT WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.0M | 1,502 | 2025 |
| #502 | TOOTSIE ROLL INDUSTRIES, LLC UNION WELFARE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $528K | 523 | 2025 |