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  2. SKOGEN'S FOODLINER, INC.
Sponsor portfolioTH

SKOGEN'S FOODLINER, INC.

EIN 39-1086421-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$210.2M assets
Welfare
1
$1.7M premiums
Participants
11,533
3800 EMERALD DR. EAST - ONALASKA, WI 54650608-783-5500
Plans on this EIN
3 filings
#001401k-$131.2M - 5,339 part#002ESOP-$78.9M - 3,910 part#502Mixed-$1.7M - 6,985 lives

Retirement portfolio analytics

2 plans aggregated / $210.2M assets / 9,249 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ASSOCIATES RETIREMENT Savings (#001)62%
  • EMPLOYEE STOCK OWNERSHIP (#002)38%
Total $210.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • MILLIMAN, INC.62%
  • (Not disclosed)38%
Total $210.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES RETIREMENT Savings (#001)5,339
  • EMPLOYEE STOCK OWNERSHIP (#002)3,910
Total 9,249Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 6,985 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$881K
  • Short-term disability$881K
  • Long-term disability$881K
  • Vision$171K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY19%
  • UNITED HEALTHCARE INSURANCE COMPANY14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • COMPSYCH3%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • TIC INC60%
  • BROWN & BROWN INSURANCE SERVICES28%
  • WATCHTOWER TECHNOLOGIES INC12%
Total $111K3 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

SKOGEN'S FOODLINER AND ASSOCIATES RETIREMENT SAVINGS PLAN

401k

Assets$131.2M
Participants5,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SKOGEN'S FOODLINER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$78.9M
Participants3,910
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SKOGENS FOODLINER, INC EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.7M
Covered lives6,985
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SKOGEN'S FOODLINER AND ASSOCIATES RETIREMENT SAVINGS PLAN401k$131.2M5,3392025
002SKOGEN'S FOODLINER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$78.9M3,9102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SKOGENS FOODLINER, INC EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.7M6,9852025
Retirement plans
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