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  1. Companies/
  2. BLUE BELL CREAMERIES, INC.
Sponsor portfolio

BLUE BELL CREAMERIES, INC.

EIN 74-2983264-consumer goods-Latest filing 2024
Plans
5
Retirement
3
$656.2M assets
Welfare
2
$1.8M premiums
Participants
19,035
P.O. BOX 1807 - BRENHAM, TX 778341807979-836-7977bluebell.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
5 filings
#001TraditionalDB-$420.2M - 4,641 part#004401k-$195.3M - 4,078 part#002ProfitSharing-$40.7M - 4,140 part#501Mixed-$1.4M - 3,228 lives#502Mixed-$415K - 3,228 lives

Retirement portfolio analytics

3 plans aggregated / $656.2M assets / 12,859 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CREAMERIES, INC. PENSION (#001)64%
  • CREAMERIES, INC. 401(K) (#004)30%
  • EMPLOYEE STOCK OWNERSHIP (#002)6%
Total $656.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • (Not disclosed)94%
  • MATRIX TRUST COMPANY6%
Total $656.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREAMERIES, INC. PENSION (#001)4,641
  • EMPLOYEE STOCK OWNERSHIP (#002)4,140
  • CREAMERIES, INC. 401(K) (#004)4,078
Total 12,859Click row to drill in

Benefits portfolio analytics

2 plans / $1.8M premiums / 6,456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$890K
  • Other$653K
  • Long-term disability$415K
  • Vision$227K
Total $1.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA42%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA32%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN13%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • AMERICAN BENEFITS AND COMPENSATION63%
  • VAN DYKE RANKIN FINANCIAL SERVICES13%
  • AMERICAN BENEFITS CONSULTING LLC10%
  • BENE USA LLC10%
  • BENEFITS BROKERS EXCHANGE INC.4%
Total $225K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLUE BELL CREAMERIES, INC. PENSION PLAN

TraditionalDB

Assets$420.2M
Participants4,641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BLUE BELL CREAMERIES, INC. 401(K) PLAN

401k

Assets$195.3M
Participants4,078
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLUE BELL CREAMERIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ProfitSharing

Assets$40.7M
Participants4,140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUE BELL CREAMERIES, INC. WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives3,228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BLUE BELL CREAMERIES, INC. INCOME PROTECTION PLAN

Mixed - GUARDIAN

Premiums$415K
Covered lives3,228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BLUE BELL CREAMERIES, INC. PENSION PLANTraditionalDB$420.2M4,6412024
004BLUE BELL CREAMERIES, INC. 401(K) PLAN401k$195.3M4,0782024
002BLUE BELL CREAMERIES, INC. EMPLOYEE STOCK OWNERSHIP PLANProfitSharing$40.7M4,1402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUE BELL CREAMERIES, INC. WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.4M3,2282024
502BLUE BELL CREAMERIES, INC. INCOME PROTECTION PLANMixedGUARDIAN$415K3,2282024
Retirement plans
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