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  2. COLONY BRANDS, INC.
Sponsor portfolioTH

COLONY BRANDS, INC.

EIN 39-0869862-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$246.1M assets
Welfare
1
$494K premiums
Participants
5,523
1112 7TH AVENUE - MONROE, WI 535661364608-328-8400colonybrands.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filings
#002401k-$186.0M - 2,369 part#001TraditionalDB-$60.1M - 2,344 part#501Mixed-$494K - 854 lives

Retirement portfolio analytics

2 plans aggregated / $246.1M assets / 4,713 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INC. RETIREMENT Savings (#002)76%
  • BRANDS, INC. PENSION (#001)24%
Total $246.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)2,369
  • BRANDS, INC. PENSION (#001)2,344
Total 4,713Click row to drill in

Benefits portfolio analytics

1 plan / $494K premiums / 854 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$471K
  • Long-term disability$471K
  • Other$23K
Total $494K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $494K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $51K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLONY BRANDS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$186.0M
Participants2,369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COLONY BRANDS, INC. PENSION PLAN

TraditionalDB

Assets$60.1M
Participants2,344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLONY BRANDS, INC. HEALTH CARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$494K
Covered lives854
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLONY BRANDS, INC. RETIREMENT SAVINGS PLAN401k$186.0M2,3692024
001COLONY BRANDS, INC. PENSION PLANTraditionalDB$60.1M2,3442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLONY BRANDS, INC. HEALTH CARE PLANMixedHARTFORD LIFE AND ACCIDENT$494K8542025
Retirement plans
Welfare plans
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