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Sponsor portfolio

UPPER LAKES FOODS, INC.

EIN 41-0915145-food & beverages-Latest filing 2024
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$2.3M premiums
Participants
1,093
801 INDUSTRY AVE - CLOQUET, MN 55720800-879-1265upperlakesfoods.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$29.9M - 617 part#501Mixed-$2.3M - 476 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.8M
  • Other$185K
  • Life$175K
  • Short-term disability$130K
  • Long-term disability$85K
  • Vision$33K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AMERIHEALTH INSURANCE COMPANY81%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
  • EYEMED VISION CARE1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MHS INSURANCE AGENCY LLC100%
Total $147K1 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

UPPER LAKES FOODS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$29.9M
Participants617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UPPER LAKES FOODS, INC. HEALTH CARE PLAN

Mixed - BLUELINK AMERIHEALTH

Premiums$2.3M
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPPER LAKES FOODS, INC. RETIREMENT SAVINGS PLAN401k$29.9M6172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UPPER LAKES FOODS, INC. HEALTH CARE PLANMixedBLUELINK AMERIHEALTH$2.3M4762024
Retirement plans
Welfare plans
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