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Sponsor portfolio

WK KELLOGG CO

EIN 92-1243173-food production-Latest filing 2024
Plans
5
Retirement
3
$1.16B assets
Welfare
2
$2.7M premiums
Participants
13,818
1 KELLOGG SQUARE - BATTLE CREEK, MI 49017800-962-1413wkkellogg.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
5 filings
#005TraditionalDB-$448.8M - 4,778 part#002ESOP-$373.0M - 2,049 part#016ESOP-$338.2M - 1,239 part#501Mixed-$2.2M - 2,757 lives#520Mixed-$454K - 2,179 lives

Retirement portfolio analytics

3 plans aggregated / $1.16B assets / 8,066 participants

Assets by plan

Share of aggregate retirement assets

39%top
  • GRAIN MILLERS PENSION (#005)39%
  • & INVESTMENT PLAN (#002)32%
  • & INVESTMENT PLAN (#016)29%
Total $1.16BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GRAIN MILLERS PENSION (#005)4,778
  • & INVESTMENT PLAN (#002)2,049
  • & INVESTMENT PLAN (#016)1,239
Total 8,066Click row to drill in

Benefits portfolio analytics

2 plans / $2.7M premiums / 4,936 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Other$1.5M
  • Health$474K
  • Vision$349K
  • Dental$73K
  • Prescription drug$73K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SECURIAN LIFE INSURANCE COMPANY69%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • VISION SERVICE PLAN13%
  • TRIPLE S SALUD, INC.3%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • MARSH & MCLENNAN AGENCY LLC2%
Total $147K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

WK KELLOGG CO BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS PENSION PLAN

TraditionalDB

Assets$448.8M
Participants4,778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WK KELLOGG CO BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS SAVINGS & INVESTMENT PLAN

ESOP

Assets$373.0M
Participants2,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

WK KELLOGG CO SAVINGS & INVESTMENT PLAN

ESOP

Assets$338.2M
Participants1,239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WK KELLOGG CO WELFARE BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives2,757
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

WK KELLOGG CO RETIREE WELFARE BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$454K
Covered lives2,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005WK KELLOGG CO BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS PENSION PLANTraditionalDB$448.8M4,7782024
002WK KELLOGG CO BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS SAVINGS & INVESTMENT PLANESOP$373.0M2,0492024
016WK KELLOGG CO SAVINGS & INVESTMENT PLANESOP$338.2M1,2392024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WK KELLOGG CO WELFARE BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$2.2M2,7572024
520WK KELLOGG CO RETIREE WELFARE BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$454K2,1792024
Retirement plans
Welfare plans
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