Assets by plan
Share of aggregate retirement assets
Filings through .
Barry Callebaut USA, LLC
EIN 26-0072915ManufacturingLatest filing 2025
Plans
4
Retirement
2
$155.9M assets
Health & Benefits
2
$1.0M premiums
Participants
3,968
600 WEST CHICAGO AVENUE, SUITE 860 - CHICAGO, IL 60654312-496-7441
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $155.9M assets / 1,742 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.0M premiums / 1,425 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$421K
- Vision$199K
- Other$165K
- Long-term disability$144K
- Short-term disability$75K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BARRY CALLEBAUT U.S.A. 401(K) RETIREMENT PLAN
401(k)
Assets$151.0M
Participants1,668
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
BARRY CALLEBAUT USA, LLC 401(K) UNION PLAN
401(k)
Assets$5.0M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
BARRY CALLEBAUT U.S.A. LLC, HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives1,425
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
BARRY CALLEBAUT U.S.A. LLC SEVERANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BARRY CALLEBAUT U.S.A. 401(K) RETIREMENT PLAN | 401(k) | $151.0M | 1,668 | 2025 |
| #004 | BARRY CALLEBAUT USA, LLC 401(K) UNION PLAN | 401(k) | $5.0M | 74 | 2025 |
- #002 · 401(k) · 20251,668
- #004 · 401(k) · 202574
Health & Benefits plans
2 plans on this EIN
| 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 | 1,425 | 2025 |
| #504 | BARRY CALLEBAUT U.S.A. LLC SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #505 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20251,425
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans