Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FOLIENCE, INC.
EIN 42-0269570consumer goodsLatest filing 2025
Plans
3
Retirement
2
$81.6M assets
Welfare
1
$408K premiums
Participants
1,883
305 2ND STREET SE, SUITE 501 - CEDAR RAPIDS, IA 52401319-200-2800folience.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $81.6M assets / 1,364 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $408K premiums / 688 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$269K
- Life$173K
- Short-term disability$96K
- Long-term disability$88K
- Vision$51K
Carrier market share
Premium dollars by Schedule A carrier
88%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY88%
- FIDELITY SECURITY LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
100%top
- TRUENORTH COMPANIES LC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
FOLIENCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$43.1M
Participants704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FOLIENCE 401(K) SAVINGS PLAN
401k
Assets$38.5M
Participants660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
FOLIENCE INC. EMPLOYEE ANCILLARY BENEFIT(S) PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$408K
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FOLIENCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $43.1M | 704 | 2024 | |
| 003 | FOLIENCE 401(K) SAVINGS PLAN | 401k | $38.5M | 660 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | FOLIENCE INC. EMPLOYEE ANCILLARY BENEFIT(S) PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $408K | 688 | 2025 |
Retirement plans
Welfare plans