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  2. FLEET FARM GROUP LLC
Sponsor portfolioTH

FLEET FARM GROUP LLC

EIN 41-0806238-Latest filing 2025
Plans
4
Retirement
1
$144.4M assets
Welfare
3
$2.6M premiums
Participants
10,607
2401 S. MEMORIAL DRIVE - APPLETON, WI 54915920-731-8121
Plans on this EIN
4 filings
#002401k-$144.4M - 6,428 part#504Fully Insured-$1.3M - 2,766 lives#508Mixed-$1.2M - 2,655 lives#507Mixed-$102K - 2,697 lives

Benefits portfolio analytics

3 plans / $2.6M premiums / 8,118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Vision$92K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • RELIASTAR LIFE INSURANCE COMPANY93%
  • EYEMED VISION CARE7%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $140K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FLEET FARM 401(K)PLAN

401k

Assets$144.4M
Participants6,428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FLEET FARM CAFETERIA PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives2,766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

FLEET FARM GROUP LLC GROUP HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives2,655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

FLEET FARM BENEFIT TRUST

Mixed - EYEMED VISION CARE

Premiums$102K
Covered lives2,697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FLEET FARM 401(K)PLAN401k$144.4M6,4282024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FLEET FARM CAFETERIA PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$1.3M2,7662024
508FLEET FARM GROUP LLC GROUP HEALTH AND WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.2M2,6552025
507FLEET FARM BENEFIT TRUSTMixedEYEMED VISION CARE$102K2,6972024
Retirement plans
Welfare plans
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