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Sponsor portfolio

HOFFMANN OBERWEIS DAIRY, LLC

EIN 99-3404642-Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$1.6M premiums
Participants
585
951 ICE CREAM DRIVE - NORTH AURORA, IL 60542630-801-6104
Plans on this EIN
2 filings
#007401k-$17.6M - 396 part#507Fully Insured-$1.6M - 197 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$110K
  • Short-term disability$110K
  • Long-term disability$110K
  • Other$110K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE1%
  • DELTA DENTAL OF CALIFORNIA1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • DIGITAL INSURANCE LLC61%
  • PLANSOURCE BEN ADMINISTRATION INC39%
Total $14K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

OBERWEIS DAIRY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$17.6M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HOFFMANN OBERWEIS DAIRY, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
007OBERWEIS DAIRY, INC. 401(K) PROFIT SHARING PLAN401k$17.6M3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HOFFMANN OBERWEIS DAIRY, LLC WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.6M1972025
Retirement plans
Welfare plans
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