PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CLASEN QUALITY CHOCOLATE
Sponsor portfolioTH

CLASEN QUALITY CHOCOLATE

EIN 39-1921811-food production-Latest filing 2025
Plans
2
Retirement
1
$83.9M assets
Welfare
1
$645K premiums
Participants
1,446
5126 WEST TERRACE DRIVE SUITE 100 - MADISON, WI 53718608-234-4065cqc.comLinkedIn201-500 employeesfood production
Plans on this EIN
2 filings
#001401k-$83.9M - 898 part#501Mixed-$645K - 836 lives

Benefits portfolio analytics

1 plan / $645K premiums / 836 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$568K
  • Short-term disability$568K
  • Long-term disability$568K
  • Other$568K
  • Vision$77K
Total $645K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SYMETRA LIFE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $645K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLASEN QUALITY CHOCOLATE 401(K) PLAN

401k

Assets$83.9M
Participants898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLASEN QUALITY CHOCOLATE, INC. WRAP PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$645K
Covered lives836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLASEN QUALITY CHOCOLATE 401(K) PLAN401k$83.9M8982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLASEN QUALITY CHOCOLATE, INC. WRAP PLANMixedSYMETRA LIFE INSURANCE COMPANY$645K8362024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica