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  2. ELLSWORTH COOPERATIVE CREAMERY
Sponsor portfolioTH

ELLSWORTH COOPERATIVE CREAMERY

EIN 39-0262200-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$16.9M assets
Welfare
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 filings
#002401k-$15.9M - 302 part#003401k-$996K - 70 part#599Fully Insured-$512K - 478 lives

Retirement portfolio analytics

2 plans aggregated / $16.9M assets / 372 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • CREAMERY RETIREMENT Savings (#002)94%
  • UNION RETIREMENT Savings (#003)6%
Total $16.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • ASCENSUS LLC94%
  • (Not disclosed)6%
Total $16.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREAMERY RETIREMENT Savings (#002)302
  • UNION RETIREMENT Savings (#003)70
Total 372Click row to drill in

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
Total $512K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • SYMETRA LIFE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA34%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
  • AMERITAS LIFE INSURANCE CORP.4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $512K5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • COTTINGHAM & BUTLER86%
  • GIS BENEFITS INC8%
  • JENNON CARUTH6%
Total $95K3 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

ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN

401k

Assets$15.9M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ELLSWORTH COOPERATIVE CREAMERY UNION RETIREMENT SAVINGS PLAN

401k

Assets$996K
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#599

ELLSWORTH COOPERATIVE CREAMERY HEALTH AND WELFARE BENEFITS WRAP PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$512K
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN401k$15.9M3022025
003ELLSWORTH COOPERATIVE CREAMERY UNION RETIREMENT SAVINGS PLAN401k$996K702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
599ELLSWORTH COOPERATIVE CREAMERY HEALTH AND WELFARE BENEFITS WRAP PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$512K4782025
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