Assets by plan
Share of aggregate retirement assets
Filings through .
Holstein Association USA, Inc.
EIN 03-0130760dairyLatest filing 2025
Plans
6
Retirement
2
$38.7M assets
Health & Benefits
4
$2.1M premiums
Participants
724
1 HOLSTEIN PLACE - BRATTLEBORO, VT 053020808802-451-4126holsteinusa.comLinkedIn51-200 employeesdairy
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $38.7M assets / 330 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$25.2M
- ADP BROKER-DEALER$13.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $2.1M premiums / 577 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Vision$2.0M
- Prescription drug$2.0M
- Dental$73K
- Long-term disability$18K
- Life$12K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$25.2M
Participants136
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HOLSTEIN ASSOCIATION USA, INC. AMENDED AND RESTATED PENSION PLAN
Traditional DB
Assets$13.5M
Participants194
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
HOLSTEIN ASSOCIATION USA, INC. GROUP HEALTH PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF VERMONT
Premiums$2.0M
Covered lives205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
HOLSTEIN ASSOCIATION USA, INC. GROUP DENTAL PLAN
Fully insured - DELTA DENTAL PLAN OF VERMONT, INC.
Premiums$73K
Covered lives194
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
HOLSTEIN ASSOCIATION USA, INC. LONG TERM DISABILITY
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$18K
Covered lives89
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
HOLSTEIN ASSOCIATION USA, INC. GROUP LIFE INSURANCE
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$12K
Covered lives89
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | 401(k) | $25.2M | 136 | 2025 |
| #001 | HOLSTEIN ASSOCIATION USA, INC. AMENDED AND RESTATED PENSION PLAN | Traditional DB | $13.5M | 194 | 2025 |
- #002 · 401(k) · 2025136
- #001 · Traditional DB · 2025194
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | HOLSTEIN ASSOCIATION USA, INC. GROUP HEALTH PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF VERMONT | $2.0M | 205 | 2025 |
| #504 | HOLSTEIN ASSOCIATION USA, INC. GROUP DENTAL PLAN | Fully insured | DELTA DENTAL PLAN OF VERMONT, INC. | $73K | 194 | 2025 |
| #505 | HOLSTEIN ASSOCIATION USA, INC. LONG TERM DISABILITY | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $18K | 89 | 2025 |
| #503 | HOLSTEIN ASSOCIATION USA, INC. GROUP LIFE INSURANCE | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | 89 | 2025 |
- #506 · Fully insured · BLUE CROSS AND BLUE SHIELD OF VERMONT · 2025205
- #504 · Fully insured · DELTA DENTAL PLAN OF VERMONT, INC. · 2025194
- #505 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 202589
- #503 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 202589
Retirement plans
Health & Benefits plans