Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CERTCO, INC.
EIN 39-0203490food & beveragesLatest filing 2025
Plans
4
Retirement
2
$45.3M assets
Welfare
2
$8.8M premiums
Participants
1,247
5321 VERONA ROAD - MADISON, WI 53711608-270-2393certcoinc.comLinkedIn501-1000 employeesfood & beverages
Retirement portfolio analytics
2 plans aggregated / $45.3M assets / 783 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $8.8M premiums / 1,193 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.5M
- Prescription drug$8.5M
- Life$219K
- Other$219K
- Vision$96K
- Short-term disability$89K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HAUSMANN GROUP INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CERTCO, INC. NON-UNION SAVINGS PLAN
401k
Assets$33.6M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CERTCO, INC. UNION SAVINGS PLAN
401k
Assets$11.6M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CERTCO, INC. (UNION) WRAP PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$5.1M
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CERTCO, INC.(NON-UNION) WRAP PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$3.7M
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CERTCO, INC. NON-UNION SAVINGS PLAN | 401k | $33.6M | 510 | 2025 | |
| 003 | CERTCO, INC. UNION SAVINGS PLAN | 401k | $11.6M | 273 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CERTCO, INC. (UNION) WRAP PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $5.1M | 700 | 2025 | |
| 502 | CERTCO, INC.(NON-UNION) WRAP PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $3.7M | 493 | 2025 |
Retirement plans
Welfare plans