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  2. THE J.M. SMUCKER COMPANY
Sponsor portfolioTH

THE J.M. SMUCKER COMPANY

EIN 34-0538550-consumer goods-Latest filing 2025
Plans
6
Retirement
4
$1.76B assets
Welfare
2
$7.6M premiums
Participants
23,842
1 STRAWBERRY LANE - ORRVILLE, OH 446671298330-682-3000jmsmucker.comLinkedIn5001-10000 employeesconsumer goods
Plans on this EIN
6 filings
#011401k-$1.47B - 10,964 part#202CashBalance-$122.4M - 2,325 part#001TraditionalDB-$91.4M - 1,147 part#002TraditionalDB-$71.3M - 1,035 part#501Mixed-$7.5M - 12,562 lives#503Fully Insured-$69K - 80 lives

Retirement portfolio analytics

4 plans aggregated / $1.76B assets / 15,471 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • COMPANY EMPLOYEE Savings (#011)84%
  • BRANDS RETIREMENT PLAN (#202)7%
  • EMPLOYEES' RETIREMENT PLAN (#001)5%
  • EMPLOYEES' RETIREMENT PLAN (#002)4%
Total $1.76BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY EMPLOYEE Savings (#011)10,964
  • BRANDS RETIREMENT PLAN (#202)2,325
  • EMPLOYEES' RETIREMENT PLAN (#001)1,147
  • EMPLOYEES' RETIREMENT PLAN (#002)1,035
Total 15,471Click row to drill in

Benefits portfolio analytics

2 plans / $7.6M premiums / 12,642 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.7M
  • Long-term disability$1.9M
  • Vision$1.1M
  • Other$27K
Total $7.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • SECURIAN LIFE INSURANCE COMPANY34%
  • COMMUNITY INSURANCE COMPANY25%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • VISION SERVICE PLAN15%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $7.6M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $196K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

THE J.M. SMUCKER COMPANY EMPLOYEE SAVINGS PLAN

401k

Assets$1.47B
Participants10,964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#202

BIG HEART PET BRANDS RETIREMENT PLAN

CashBalance

Assets$122.4M
Participants2,325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$91.4M
Participants1,147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE J. M. SMUCKER COMPANY REPRESENTED EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$71.3M
Participants1,035
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASTER HEALTH AND WELFARE PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$7.5M
Covered lives12,562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MULTIFOODS OMNIBUS HEALTH AND WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$69K
Covered lives80
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
011THE J.M. SMUCKER COMPANY EMPLOYEE SAVINGS PLAN401k$1.47B10,9642024
202BIG HEART PET BRANDS RETIREMENT PLANCashBalance$122.4M2,3252024
001THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLANTraditionalDB$91.4M1,1472025
002THE J. M. SMUCKER COMPANY REPRESENTED EMPLOYEES' RETIREMENT PLANTraditionalDB$71.3M1,0352025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASTER HEALTH AND WELFARE PLANMixedCOMMUNITY INSURANCE COMPANY$7.5M12,5622024
503MULTIFOODS OMNIBUS HEALTH AND WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$69K802024
Retirement plans
Welfare plans
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