Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOLSTEIN ASSOCIATION USA, INC.
EIN 03-0130760dairyLatest filing 2025
Plans
6
Retirement
2
$38.2M assets
Welfare
4
$2.1M premiums
Participants
733
Retirement portfolio analytics
2 plans aggregated / $38.2M assets / 339 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- (Not disclosed)66%
- ADP BROKER-DEALER34%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $2.1M premiums / 577 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- DELTA DENTAL OF CALIFORNIA3%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- THE RICHARDS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN
401k
Assets$25.2M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOLSTEIN ASSOCIATION USA, INC. AMENDED AND RESTATED PENSION PLAN
TraditionalDB
Assets$13.0M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
HOLSTEIN ASSOCIATION USA, INC. GROUP HEALTH PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF VERMONT
Premiums$2.0M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
HOLSTEIN ASSOCIATION USA, INC. GROUP DENTAL PLAN
Fully Insured - DELTA DENTAL PLAN OF VERMONT, INC.
Premiums$73K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
HOLSTEIN ASSOCIATION USA, INC. LONG TERM DISABILITY
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$18K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HOLSTEIN ASSOCIATION USA, INC. GROUP LIFE INSURANCE
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$12K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | 401k | $25.2M | 131 | 2024 | |
| 001 | HOLSTEIN ASSOCIATION USA, INC. AMENDED AND RESTATED PENSION PLAN | TraditionalDB | $13.0M | 208 | 2024 |
Welfare plans4
| 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 |
Retirement plans
Welfare plans