PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ALTO-SHAAM, INC.
Sponsor portfolioTH

ALTO-SHAAM, INC.

EIN 39-1020882-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$48.1M assets
Welfare
1
$450K premiums
Participants
1,124
W164 N9221 WATER ST - MENOMONEE FALLS, WI 53051262-509-6470alto-shaam.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$48.1M - 662 part#501Mixed-$450K - 450 lives

Benefits portfolio analytics

1 plan / $450K premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$234K
  • Life$179K
  • Short-term disability$179K
  • Long-term disability$179K
  • Other$179K
  • Vision$38K
Total $450K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • HARTFORD LIFE AND ACCIDENT40%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
Total $450K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • M3 INSURANCE SOLUTIONS INC54%
  • MARSH & MCLENNAN AGENCY LLC37%
  • CENTRO BENEFITS RESEARCH LLC9%
Total $68K3 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

THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN

401k

Assets$48.1M
Participants662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTO-SHAAM, INC. WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$450K
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN401k$48.1M6622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTO-SHAAM, INC. WELFARE BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$450K4502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica