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  2. GREAT LAKES CHEESE CO
Sponsor portfolioTH

GREAT LAKES CHEESE CO

EIN 34-1015620-food production-Latest filing 2024
Plans
3
Retirement
2
$625.2M assets
Welfare
1
$5.8M premiums
Participants
13,772
17955 GREAT LAKES PKWY - HIRAM, OH 442341806440-834-3550greatlakescheese.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
3 filings
#002ESOP-$501.7M - 4,352 part#003401k-$123.5M - 4,729 part#501Mixed-$5.8M - 6,842 lives

Retirement portfolio analytics

2 plans aggregated / $625.2M assets / 9,081 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#002)80%
  • PLAN AND TRUST (#003)20%
Total $625.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • PRINCIPAL LIFE INSURANCE COMPANY80%
  • (Not disclosed)20%
Total $625.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)4,729
  • EMPLOYEE STOCK OWNERSHIP (#002)4,352
Total 9,081Click row to drill in

Benefits portfolio analytics

1 plan / $5.8M premiums / 6,842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.0M
  • Life$3.3M
  • Short-term disability$3.1M
  • Long-term disability$3.1M
  • Dental$1.5M
  • Vision$351K
Total $5.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA53%
  • DELTA DENTAL OF CALIFORNIA26%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $5.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE FEDELI GROUP93%
  • BENEFITSTORE INC7%
  • THOMAS CHRISTOPHER SMITH1%
Total $501K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GREAT LAKES CHEESE CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$501.7M
Participants4,352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GREAT LAKES CHEESE CO., INC. 401(K) PLAN AND TRUST

401k

Assets$123.5M
Participants4,729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREAT LAKES CHEESE CO., INC. EMPLOYEE GROUP BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$5.8M
Covered lives6,842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GREAT LAKES CHEESE CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$501.7M4,3522024
003GREAT LAKES CHEESE CO., INC. 401(K) PLAN AND TRUST401k$123.5M4,7292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREAT LAKES CHEESE CO., INC. EMPLOYEE GROUP BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$5.8M6,8422024
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