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Sponsor portfolio

FARMWARD COOPERATIVE

EIN 41-0425710-farming-Latest filing 2025
Plans
5
Retirement
4
$54.6M assets
Welfare
1
$75K premiums
Participants
546
711 FRONT STREET - MORGAN, MN 56266800-245-5819farmward.netLinkedIn51-200 employeesfarming
Plans on this EIN
5 filings
#004401k-$19.4M - 85 part#002401k-$17.8M - 79 part#005401k-$9.8M - 91 part#003401k-$7.6M - 79 part#503Mixed-$75K - 212 lives

Retirement portfolio analytics

4 plans aggregated / $54.6M assets / 334 participants

Assets by plan

Share of aggregate retirement assets

36%top
  • RETIREMENT PLAN 3 (#004)36%
  • COOPERATIVE RETIREMENT PLAN (#002)33%
  • RETIREMENT PLAN 4 (#005)18%
  • RETIREMENT PLAN 2 (#003)14%
Total $54.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN 4 (#005)91
  • RETIREMENT PLAN 3 (#004)85
  • COOPERATIVE RETIREMENT PLAN (#002)79
  • RETIREMENT PLAN 2 (#003)79
Total 334Click row to drill in

Benefits portfolio analytics

1 plan / $75K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$75K
  • Long-term disability$75K
Total $75K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $75K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

FARMWARD COOPERATIVE RETIREMENT PLAN 3

401k

Assets$19.4M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FARMWARD COOPERATIVE RETIREMENT PLAN

401k

Assets$17.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

FARMWARD COOPERATIVE RETIREMENT PLAN 4

401k

Assets$9.8M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FARMWARD COOPERATIVE RETIREMENT PLAN 2

401k

Assets$7.6M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FARMWARD COOPERATIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$75K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004FARMWARD COOPERATIVE RETIREMENT PLAN 3401k$19.4M852025
002FARMWARD COOPERATIVE RETIREMENT PLAN401k$17.8M792025
005FARMWARD COOPERATIVE RETIREMENT PLAN 4401k$9.8M912025
003FARMWARD COOPERATIVE RETIREMENT PLAN 2401k$7.6M792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FARMWARD COOPERATIVE HEALTH AND WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$75K2122025
Retirement plans
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