PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. AMALGAMATED SUGAR COMPANY
Sponsor portfolioTH

AMALGAMATED SUGAR COMPANY

EIN 87-0568755-food production-Latest filing 2025
Plans
4
Retirement
3
$358.8M assets
Welfare
1
$1.2M premiums
Participants
6,677
1951 S. SATURN WAY SUITE 100 - BOISE, ID 83709208-383-6500amalgamatedsugar.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
4 filings
#001TraditionalDB-$223.8M - 2,441 part#006401k-$80.4M - 486 part#005401k-$54.5M - 1,494 part#501Mixed-$1.2M - 2,256 lives

Retirement portfolio analytics

3 plans aggregated / $358.8M assets / 4,421 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • HOURLY RETIREMENT PLAN (#001)62%
  • COMPANY SALARIED 401(K) (#006)22%
  • COMPANY HOURLY 401(K) (#005)15%
Total $358.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY RETIREMENT PLAN (#001)2,441
  • COMPANY HOURLY 401(K) (#005)1,494
  • COMPANY SALARIED 401(K) (#006)486
Total 4,421Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$986K
  • Life$920K
  • Long-term disability$920K
  • Vision$251K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • STANDARD INSURANCE COMPANY74%
  • UNITED HERITAGE LIFE INSURANCE COMPANY20%
  • BPA HEALTH5%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • GALLAGHER BENEFIT SERVICES, INC.88%
  • SCOTT HOWELL12%
  • MORETON & COMPANY0%
Total $206K3 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

AMALGAMATED SUGAR COMPANY HOURLY RETIREMENT PLAN

TraditionalDB

Assets$223.8M
Participants2,441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

AMALGAMATED SUGAR COMPANY SALARIED 401(K) PLAN

401k

Assets$80.4M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

AMALGAMATED SUGAR COMPANY HOURLY 401(K) PLAN

401k

Assets$54.5M
Participants1,494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE AMALGAMATED SUGAR COMPANY HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.2M
Covered lives2,256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001AMALGAMATED SUGAR COMPANY HOURLY RETIREMENT PLANTraditionalDB$223.8M2,4412025
006AMALGAMATED SUGAR COMPANY SALARIED 401(K) PLAN401k$80.4M4862024
005AMALGAMATED SUGAR COMPANY HOURLY 401(K) PLAN401k$54.5M1,4942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE AMALGAMATED SUGAR COMPANY HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$1.2M2,2562024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica