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Sponsor portfolio

PERFECTION BAKERIES, INC.

EIN 35-0577170-Manufacturing-Latest filing 2025
Plans
4
Retirement
3
$194.8M assets
Welfare
1
$409K premiums
Participants
3,519
6230 BLUFFTON ROAD - FORT WAYNE, IN 46809260-422-5631
Plans on this EIN
4 filings
#002401k-$106.2M - 936 part#007401k-$85.6M - 1,428 part#009TraditionalDB-$3.0M - 13 part#520Mixed-$409K - 1,133 lives

Retirement portfolio analytics

3 plans aggregated / $194.8M assets / 2,377 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • UNION 401(K) Savings (#002)55%
  • BAKERIES 401(K) Savings (#007)44%
  • TEAMSTER UNION EMPLOYEES (#009)2%
Total $194.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY98%
  • (Not disclosed)2%
Total $194.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAKERIES 401(K) Savings (#007)1,428
  • UNION 401(K) Savings (#002)936
  • TEAMSTER UNION EMPLOYEES (#009)13
Total 2,377Click row to drill in

Benefits portfolio analytics

1 plan / $409K premiums / 1,133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$409K
  • Long-term disability$409K
  • Other$409K
Total $409K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $409K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • PHLLIPS BENEFITS ADVISORS, LLC69%
  • PROFESSIONAL GROUP PLANS INC31%
Total $75K2 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

AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN

401k

Assets$106.2M
Participants936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN

401k

Assets$85.6M
Participants1,428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

PERFECTION BAKERIES, INC. DEFINED BENEFIT PENSION PLAN FOR CERTAIN TEAMSTER UNION EMPLOYEES

TraditionalDB

Assets$3.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

PERFECTION BAKERIES, INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$409K
Covered lives1,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN401k$106.2M9362024
007AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN401k$85.6M1,4282024
009PERFECTION BAKERIES, INC. DEFINED BENEFIT PENSION PLAN FOR CERTAIN TEAMSTER UNION EMPLOYEESTraditionalDB$3.0M132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520PERFECTION BAKERIES, INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$409K1,1332025
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