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Sponsor portfolioTH

LAKESIDE FOODS, INC.

EIN 39-0417640-food production-Latest filing 2025
Plans
3
Retirement
2
$116.1M assets
Welfare
1
$797K premiums
Participants
3,484
P O BOX 1327 - MANITOWOC, WI 542211327920-684-3356lakesidefoods.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
3 filings
#001401k-$113.7M - 2,057 part#002TraditionalDB-$2.4M - 84 part#501Mixed-$797K - 2,996 lives

Retirement portfolio analytics

2 plans aggregated / $116.1M assets / 2,141 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • INC. RETIREMENT PLAN (#001)98%
  • - OWATONNA DIVISION (#002)2%
Total $116.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • ASSOCIATED TRUST COMPANY, N.A.98%
  • (Not disclosed)2%
Total $116.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)2,057
  • - OWATONNA DIVISION (#002)84
Total 2,141Click row to drill in

Benefits portfolio analytics

1 plan / $797K premiums / 2,996 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$567K
  • Life$551K
  • Long-term disability$551K
  • Vision$82K
Total $797K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • RELIASTAR LIFE INSURANCE COMPANY69%
  • STANDARD INSURANCE COMPANY18%
  • SUPERIOR DENTAL CARE10%
  • ADVOCATE AURORA HEALTH EAP2%
Total $797K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • M3 INSURANCE SOLUTIONS INC74%
  • C2 CENTRIC LLC9%
  • BENEFITFOCUS.COM, INC.8%
  • WATCHTOWER TECHNOLOGIES INC8%
Total $61K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAKESIDE FOODS, INC. RETIREMENT PLAN

401k

Assets$113.7M
Participants2,057
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAKESIDE FOODS PENSION PLAN FOR UNITED FOOD & COMMERCIAL WORKERS - OWATONNA DIVISION

TraditionalDB

Assets$2.4M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKESIDE FOODS, INC. WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$797K
Covered lives2,996
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAKESIDE FOODS, INC. RETIREMENT PLAN401k$113.7M2,0572025
002LAKESIDE FOODS PENSION PLAN FOR UNITED FOOD & COMMERCIAL WORKERS - OWATONNA DIVISIONTraditionalDB$2.4M842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKESIDE FOODS, INC. WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$797K2,9962025
Retirement plans
Welfare plans
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