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Sponsor portfolio

NEW GLARUS BREWING COMPANY

EIN 39-1763272-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$39.7M assets
Welfare
1
$2.2M premiums
Participants
337
PO BOX 759, 2400 STATE HIGHWAY 69 - NEW GLARUS, WI 53574608-527-5850newglarusbrewing.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#002ESOP-$26.0M - 112 part#001401k-$13.7M - 120 part#501Mixed-$2.2M - 285 lives

Retirement portfolio analytics

2 plans aggregated / $39.7M assets / 232 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEE STOCK OWNERSHIP (#002)65%
  • BREWING COMPANY 401(K) (#001)35%
Total $39.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BREWING COMPANY 401(K) (#001)120
  • EMPLOYEE STOCK OWNERSHIP (#002)112
Total 232Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$2.0M
  • Dental$80K
  • Long-term disability$41K
  • Short-term disability$33K
  • Life$25K
  • Other$25K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION91%
  • DELTA DENTAL OF CALIFORNIA4%
  • NORTHWESTERN MUTUAL3%
  • HARTFORD LIFE AND ACCIDENT1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HEMB INSURANCE GROUP LLC79%
  • ANDREW P SHULLA18%
  • WIIL HOLDINGS LLC3%
Total $45K3 slices

Plan deep-dives

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

NEW GLARUS BREWING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.0M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEW GLARUS BREWING COMPANY 401(K) PLAN

401k

Assets$13.7M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW GLARUS BREWING COMPANY WELFARE BENEFIT PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$2.2M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEW GLARUS BREWING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$26.0M1122025
001NEW GLARUS BREWING COMPANY 401(K) PLAN401k$13.7M1202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW GLARUS BREWING COMPANY WELFARE BENEFIT PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$2.2M2852025
Retirement plans
Welfare plans
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