Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Ellsworth Cooperative Creamery
EIN 39-0262200ManufacturingLatest filing 2025
Plans
3
Retirement
2
$16.9M assets
Health & Benefits
1
$512K premiums
Participants
666
232 NORTH WALLACE STREET, PO BOX 610 - ELLSWORTH, WI 54011715-273-4311ellsworthcheesecurds.comLinkedIn51-200 employees
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $16.9M assets / 372 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$996K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $512K premiums / 478 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$319K
- Life$232K
- Short-term disability$232K
- Long-term disability$232K
- Dental$174K
- Vision$19K
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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
ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN
401(k)
Assets$15.9M
Participants302
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ELLSWORTH COOPERATIVE CREAMERY UNION RETIREMENT SAVINGS PLAN
401(k)
Assets$996K
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#599
ELLSWORTH COOPERATIVE CREAMERY HEALTH AND WELFARE BENEFITS WRAP PLAN
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$512K
Covered lives478
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN | 401(k) | $15.9M | 302 | 2025 |
| #003 | ELLSWORTH COOPERATIVE CREAMERY UNION RETIREMENT SAVINGS PLAN | 401(k) | $996K | 70 | 2025 |
- #002 · 401(k) · 2025302
- #003 · 401(k) · 202570
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #599 | ELLSWORTH COOPERATIVE CREAMERY HEALTH AND WELFARE BENEFITS WRAP PLAN | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $512K | 478 | 2025 |
- #599 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 2025478
Retirement plans
Health & Benefits plans