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  2. WHOLESTONE FARMS COOPERATIVE, INC.
Sponsor portfolio

WHOLESTONE FARMS COOPERATIVE, INC.

EIN 83-1174153-Latest filing 2025
Plans
3
Retirement
2
$68.7M assets
Welfare
1
$235K premiums
Participants
2,653
900 SOUTH PLATTE AVENUE - FREMONT, NE 68025402-753-3200
Plans on this EIN
3 filings
#001401k-$40.8M - 259 part#002401k-$27.9M - 1,177 part#501Mixed-$235K - 1,212 lives

Retirement portfolio analytics

2 plans aggregated / $68.7M assets / 1,436 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • FARMS COOPERATIVE 401(K) (#001)59%
  • BARGAINED EMPLOYEES 401(K) (#002)41%
Total $68.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINED EMPLOYEES 401(K) (#002)1,177
  • FARMS COOPERATIVE 401(K) (#001)259
Total 1,436Click row to drill in

Benefits portfolio analytics

1 plan / $235K premiums / 1,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$235K
  • Long-term disability$235K
  • Other$235K
Total $235K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $235K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $4K1 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

WHOLESTONE FARMS COOPERATIVE 401(K) PLAN

401k

Assets$40.8M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 401(K) PLAN

401k

Assets$27.9M
Participants1,177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHOLESTONE FARMS COOPERATIVE, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$235K
Covered lives1,212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WHOLESTONE FARMS COOPERATIVE 401(K) PLAN401k$40.8M2592024
002WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 401(K) PLAN401k$27.9M1,1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHOLESTONE FARMS COOPERATIVE, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$235K1,2122025
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