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Sponsor portfolioTH

FOREMOST FARMS USA

EIN 39-1805431-food production-Latest filing 2025
Plans
6
Retirement
4
$143.1M assets
Welfare
2
$273K premiums
Participants
1,840
8401 GREENWAY BLVD, STE 600 - MIDDLETON, WI 53562608-355-8700foremostfarms.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
6 filings
#003401k-$67.4M - 632 part#001TraditionalDB-$45.8M - 298 part#004401k-$29.8M - 810 part#002TraditionalDB-$16K - 0 part#503Fully Insured-$273K - 359 lives#525Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $143.1M assets / 1,740 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • USA 401(K) Savings (#003)47%
  • HOURLY EMPLOYEES PENSION (#001)32%
  • FOR UNION MEMBERS (#004)21%
  • EMPLOYEES RETIREMENT PLAN (#002)0%
Total $143.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • US BANK32%
Total $143.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION MEMBERS (#004)810
  • USA 401(K) Savings (#003)632
  • HOURLY EMPLOYEES PENSION (#001)298
Total 1,740Click row to drill in

Benefits portfolio analytics

2 plans / $273K premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$189K
  • Other$189K
  • Long-term disability$80K
  • Short-term disability$4K
Total $273K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $273K1 slice

Broker market share

Schedule A broker compensation

Split broker
95%top
  • M3 INSURANCE SOLUTIONS INC95%
  • THE WORKSITE GROUP LLC5%
Total $43K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FOREMOST FARMS USA 401(K) SAVINGS PLAN

401k

Assets$67.4M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FOREMOST FARMS USA HOURLY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$45.8M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FOREMOST FARMS USA 401(K) PLAN AND TRUST FOR UNION MEMBERS

401k

Assets$29.8M
Participants810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FOREMOST FARMS USA EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$16K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FOREMOST FARMS USA GROUP INSURANCE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$273K
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

FOREMOST FARMS USA FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003FOREMOST FARMS USA 401(K) SAVINGS PLAN401k$67.4M6322024
001FOREMOST FARMS USA HOURLY EMPLOYEES PENSION PLANTraditionalDB$45.8M2982024
004FOREMOST FARMS USA 401(K) PLAN AND TRUST FOR UNION MEMBERS401k$29.8M8102024
002FOREMOST FARMS USA EMPLOYEES RETIREMENT PLANTraditionalDB$16K02024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FOREMOST FARMS USA GROUP INSURANCE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$273K3592025
525FOREMOST FARMS USA FLEXIBLE SPENDING ACCOUNTSelf Funded-$002024
Retirement plans
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