Form 5500 · Employee benefit plan · OAKVILLE, IA
TRIOAK FOODS, LLC
TRIOAK FOODS, LLC of OAKVILLE, IA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0848449 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, covers 320 people.
Reported premium across the insured contracts is $4,106,411, with $48,397 in disclosed broker commissions — about 1.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
5 carriers appear on the filing — WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, DELTA DENTAL OF IOWA, RELIANCE STANDARD LIFE INSURANCE COMPANY and VISION SERVICE PLAN among them — with WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 320 | December | $3,710,886 | $20,495 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 436 | December | $89,333 | $9,360 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 436 | December | $76,900 | $7,814 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 436 | December | $69,326 | $6,709 |
| DELTA DENTAL OF IOWA | Dental | 184 | December | $116,426 | $2,327 |
| VISION SERVICE PLAN | Vision | 177 | December | $43,344 | $1,692 |
| PAUL REVERE LIFE INSURANCE COMPANY | Disability | 1 | December | $196 | $0 |
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