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  2. KERRY INGREDIENTS
Sponsor portfolioTH

KERRY INGREDIENTS

EIN 51-0274193-import and export-Latest filing 2025
Plans
5
Retirement
3
$672.1M assets
Welfare
2
$4.9M premiums
Participants
13,776
3400 MILLINGTON ROAD - BELOIT, WI 53511608-363-1200LinkedIn1-10 employeesimport and export
Plans on this EIN
5 filings
#002401k-$604.2M - 6,528 part#001CashBalance-$67.9M - 1,557 part#004OtherDC-$29K - 2 part#501Mixed-$4.9M - 5,591 lives#550Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $672.1M assets / 8,087 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • KERRY INC. Savings (#002)90%
  • EMPLOYEES RETIREMENT PLAN (#001)10%
  • 401(K) OVERFLOW PLAN (#004)0%
Total $672.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
90%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE90%
  • JOHN HANCOCK LIFE INSURANCE COMPANY10%
  • (Not disclosed)0%
Total $672.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KERRY INC. Savings (#002)6,528
  • EMPLOYEES RETIREMENT PLAN (#001)1,557
  • 401(K) OVERFLOW PLAN (#004)2
Total 8,087Click row to drill in

Benefits portfolio analytics

2 plans / $4.9M premiums / 5,591 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$2.7M
  • Long-term disability$2.7M
  • Health$808K
  • Prescription drug$808K
  • Vision$477K
  • +1 more
Total $4.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA56%
  • BLUE CROSS OF CALIFORNIA17%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN10%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +2 more
Total $4.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • AON CONSULTING INC1%
Total $358K2 slices

Plan deep-dives

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

KERRY INC. SAVINGS PLAN

401k

Assets$604.2M
Participants6,528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KERRY INC. EMPLOYEES RETIREMENT PLAN

CashBalance

Assets$67.9M
Participants1,557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KERRY INGREDIENTS 401(K) OVERFLOW PLAN

OtherDC

Assets$29K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KERRY INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.9M
Covered lives5,591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

KERRY HEALTHCARE REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KERRY INC. SAVINGS PLAN401k$604.2M6,5282024
001KERRY INC. EMPLOYEES RETIREMENT PLANCashBalance$67.9M1,5572024
004KERRY INGREDIENTS 401(K) OVERFLOW PLANOtherDC$29K22025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KERRY INC. HEALTH AND WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$4.9M5,5912025
550KERRY HEALTHCARE REIMBURSEMENT PLANSelf Funded-$002025
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