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Filings through Oct 24, 2026.

Penzeys, Ltd

EIN 39-1623813-food & beverages-Latest filing 2025
Plans
3
Retirement
1
$20.0M assets
Health & Benefits
2
$895K premiums
Participants
487
PO BOX 26188 - WAUWATOSA, WI 53226262-785-7615LinkedIn201-500 employeesfood & beverages
Plans on this EIN
3 filings
#001401(k)-$20.0M - 487 part#502Self-funded-$712K - 195 lives#501Fully insured-$182K - 282 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $895K premiums / 477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$712K
  • Life$182K
  • Other$182K
  • Short-term disability$143K
  • Long-term disability$143K
Total $895K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PENZEYS, LTD 401(K) PLAN AND TRUST

401(k)

Assets$20.0M
Participants487
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

PENZEYS, LTD MEDICAL, DENTAL AND VISION PLAN

Self-funded - COMPANION LIFE INS CO

Premiums$712K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

PENZEYS, LTD LIFE, LONG AND SHORT TERM DISABILITY INSURANCE PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$182K
Covered lives282
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENZEYS, LTD 401(K) PLAN AND TRUST401(k)$20.0M4872025
  • PENZEYS, LTD 401(K) PLAN AND TRUST$20.0M
    #001 · 401(k) · 2025487

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502PENZEYS, LTD MEDICAL, DENTAL AND VISION PLANSelf-fundedCOMPANION LIFE INS CO$712K1952025
#501PENZEYS, LTD LIFE, LONG AND SHORT TERM DISABILITY INSURANCE PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$182K2822025
  • PENZEYS, LTD MEDICAL, DENTAL AND VISION PLAN$712K
    #502 · Self-funded · COMPANION LIFE INS CO · 2025195
  • PENZEYS, LTD LIFE, LONG AND SHORT TERM DISABILITY INSURANCE PLAN$182K
    #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025282
Retirement plans
Health & Benefits plans

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