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Sponsor portfolio

CHOCOLATE SHOPPE ICE CREAM COMPANY, INC.

EIN 39-1774582-food & beverages-Latest filing 2024
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$603K premiums
Participants
204
2221 DANIELS STREET - MADISON, WI 53718608-297-3939chocolateshoppeicecream.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$3.8M - 109 part#510Fully Insured-$603K - 98 lives

Benefits portfolio analytics

1 plan / $603K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$532K
  • Prescription drug$532K
  • Dental$34K
  • Life$33K
  • Short-term disability$33K
  • Other$33K
  • +1 more
Total $603K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION88%
  • DELTA DENTAL OF CALIFORNIA6%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • WYSSTA1%
Total $603K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • HAUSMANN GROUP INC98%
  • INGENIUM PRIME INC2%
Total $22K2 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

CHOCOLATE SHOPPE ICE CREAM COMPANY RETIREMENT PLAN

401k

Assets$3.8M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CHOCOLATE SHOPPE ICE CREAM COMPANY WRAP PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$603K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHOCOLATE SHOPPE ICE CREAM COMPANY RETIREMENT PLAN401k$3.8M1092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CHOCOLATE SHOPPE ICE CREAM COMPANY WRAP PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$603K982024
Retirement plans
Welfare plans
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