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THE VOLLRATH COMPANY LLC

EIN 39-1859733-food & beverages-Latest filing 2025
Plans
10
Retirement
7
$209.4M assets
Welfare
3
$843K premiums
Participants
3,405
1236 N 18TH ST - SHEBOYGAN, WI 530813201920-457-4851vollrathcompany.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
10 filings
#011401k-$120.1M - 786 part#014TraditionalDB-$35.8M - 392 part#013401k-$27.1M - 285 part#007401k-$13.1M - 121 part#018401k-$8.6M - 198 part#016TraditionalDB-$3.9M - 107 part#017TraditionalDB-$776K - 23 part#503Mixed-$795K - 1,068 lives#505Mixed-$47K - 245 lives#504Self Funded-0 lives

Retirement portfolio analytics

7 plans aggregated / $209.4M assets / 1,912 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#011)57%
  • FOR UAW EMPLOYEES (#014)17%
  • LLC UAW EMPLOYEES (#013)13%
  • PROFIT SHARING PLAN (#007)6%
  • PERSONAL TAX-SAVERS PLAN (#018)4%
  • +2 more
Total $209.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • AMERICAN UNITED LIFE INSURANCE CO81%
  • (Not disclosed)19%
Total $209.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#011)786
  • FOR UAW EMPLOYEES (#014)392
  • LLC UAW EMPLOYEES (#013)285
  • PERSONAL TAX-SAVERS PLAN (#018)198
  • PROFIT SHARING PLAN (#007)121
  • THE POLARWARE COMPANY (#016)107
  • +1 more
Total 1,912Click row to drill in

Benefits portfolio analytics

3 plans / $843K premiums / 1,313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$624K
  • Long-term disability$577K
  • Stop-loss$577K
  • Other$118K
  • Vision$65K
  • Dental$36K
Total $843K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA88%
  • VISION SERVICE PLAN8%
  • AMERITAS LIFE INSURANCE CORP.4%
Total $843K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • M3 INSURANCE SOLUTIONS INC78%
  • WATCHTOWER TECHNOLOGIES INC22%
Total $54K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

THE VOLLRATH COMPANY, LLC SAVINGS & PROFIT SHARING PLAN

401k

Assets$120.1M
Participants786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

THE VOLLRATH COMPANY LLC DEFINED PENSION PLAN FOR UAW EMPLOYEES

TraditionalDB

Assets$35.8M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

401k

Assets$27.1M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN

401k

Assets$13.1M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

THE VOLLRATH COMPANY, LLC KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN

401k

Assets$8.6M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

RETIREMENT PLAN FOR EMPLOYEES OF THE POLARWARE COMPANY

TraditionalDB

Assets$3.9M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017

STOELTING LLC RETIREMENT INCOME PLAN

TraditionalDB

Assets$776K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE VOLLRATH COMPANY LLC HEALTH CARE BENEFIT PLAN

Mixed - SUN LIFE INSURANCE COMPANY OF CANADA

Premiums$795K
Covered lives1,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

THE VOLLRATH COMPANY LLC RETIREE HEALTH CARE BENEFIT PLAN

Mixed - SUN LIFE INSURANCE COMPANY OF CANADA

Premiums$47K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE VOLLRATH COMPANY LLC EMPLOYEES SEVERANCE PLAN

Self Funded

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

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
011THE VOLLRATH COMPANY, LLC SAVINGS & PROFIT SHARING PLAN401k$120.1M7862024
014THE VOLLRATH COMPANY LLC DEFINED PENSION PLAN FOR UAW EMPLOYEESTraditionalDB$35.8M3922024
013THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES401k$27.1M2852024
007THE VOLLRATH COMPANY LLC KEWAUNEE PLANT EMPLOYEES SAVINGS & PROFIT SHARING PLAN401k$13.1M1212024
018THE VOLLRATH COMPANY, LLC KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN401k$8.6M1982024
016RETIREMENT PLAN FOR EMPLOYEES OF THE POLARWARE COMPANYTraditionalDB$3.9M1072024
017STOELTING LLC RETIREMENT INCOME PLANTraditionalDB$776K232024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE VOLLRATH COMPANY LLC HEALTH CARE BENEFIT PLANMixedSUN LIFE INSURANCE COMPANY OF CANADA$795K1,0682025
505THE VOLLRATH COMPANY LLC RETIREE HEALTH CARE BENEFIT PLANMixedSUN LIFE INSURANCE COMPANY OF CANADA$47K2452025
504THE VOLLRATH COMPANY LLC EMPLOYEES SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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