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Sponsor portfolioTH

VALLEY BAKERS COOPERATIVE ASSOCIATION

EIN 39-0791280-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$288K premiums
Participants
454
W6470 QUALITY DRIVE - GREENVILLE, WI 54942920-729-6640
Plans on this EIN
2 filings
#001401k-$18.5M - 270 part#501Fully Insured-$288K - 184 lives

Benefits portfolio analytics

1 plan / $288K premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$199K
  • Dental$199K
  • Stop-loss$199K
  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
Total $288K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY69%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
Total $288K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • AUXIANT90%
  • USI INSURANCE SERVICES LLC6%
  • DIGITIAL INSURANCE LLC4%
  • MCCLONE AGENCY INC0%
Total $174K4 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

VALLEY BAKERS COOPERATIVE ASSOCIATION 401(K) PLAN

401k

Assets$18.5M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLEY BKAERS COOPERATIVE ASSOCIATION BENEFIT PLAN

Fully Insured - FAIR AMERICAN

Premiums$288K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY BAKERS COOPERATIVE ASSOCIATION 401(K) PLAN401k$18.5M2702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY BKAERS COOPERATIVE ASSOCIATION BENEFIT PLANFully InsuredFAIR AMERICAN$288K1842025
Retirement plans
Welfare plans
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