Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARRY CALLEBAUT USA, LLC
EIN 26-0072915ManufacturingLatest filing 2025
Plans
4
Retirement
2
$139.4M assets
Welfare
2
$1.0M premiums
Participants
4,444
600 W. CHICAGO AVE., SUITE 860 - CHICAGO, IL 60654312-496-7441
Retirement portfolio analytics
2 plans aggregated / $139.4M assets / 1,834 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARRY CALLEBAUT U.S.A. 401(K) RETIREMENT PLAN
401k
Assets$134.5M
Participants1,760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BARRY CALLEBAUT USA, LLC 401(K) UNION PLAN
401k
Assets$5.0M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BARRY CALLEBAUT U.S.A. LLC, HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives1,531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BARRY CALLEBAUT U.S.A. LLC SEVERANCE PLAN
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 | |
|---|---|---|---|---|---|---|
| 002 | BARRY CALLEBAUT U.S.A. 401(K) RETIREMENT PLAN | 401k | $134.5M | 1,760 | 2024 | |
| 004 | BARRY CALLEBAUT USA, LLC 401(K) UNION PLAN | 401k | $5.0M | 74 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | BARRY CALLEBAUT U.S.A. LLC, HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.0M | 1,531 | 2024 | |
| 504 | BARRY CALLEBAUT U.S.A. LLC SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans