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Sponsor portfolioTH

SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE

EIN 41-0997475-food production-Latest filing 2025
Plans
3
Retirement
2
$49.7M assets
Welfare
1
$378K premiums
Participants
1,129
P.O. BOX 500 - RENVILLE, MN 562840500320-329-8305smbsc.comLinkedIn501-1000 employeesfood production
Plans on this EIN
3 filings
#003401k-$25.0M - 166 part#002TraditionalDB-$24.7M - 476 part#501Mixed-$378K - 487 lives

Retirement portfolio analytics

2 plans aggregated / $49.7M assets / 642 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • SUGAR COOPERATIVE 401(K) (#003)50%
  • RETIREMENT PLAN B (#002)50%
Total $49.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN B (#002)476
  • SUGAR COOPERATIVE 401(K) (#003)166
Total 642Click row to drill in

Benefits portfolio analytics

1 plan / $378K premiums / 487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$346K
  • Long-term disability$346K
  • Other$346K
  • Vision$32K
Total $378K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA92%
  • VISION SERVICE PLAN8%
Total $378K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE 401(K) PLAN

401k

Assets$25.0M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE RETIREMENT PLAN B

TraditionalDB

Assets$24.7M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE LIFE & HEALTH INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$378K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE 401(K) PLAN401k$25.0M1662024
002SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE RETIREMENT PLAN BTraditionalDB$24.7M4762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE LIFE & HEALTH INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$378K4872025
Retirement plans
Welfare plans
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