Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AGRI-MARK, INC.
EIN 04-2704972dairyLatest filing 2025
Plans
3
Retirement
2
$236.9M assets
Welfare
1
$1.3M premiums
Participants
3,706
10 NEW ENGLAND BUSINESS CENTER - ANDOVER, MA 01810978-552-5509agrimark.coopLinkedIn1001-5000 employeesdairy
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $236.9M assets / 2,700 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,663 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$723K
- Long-term disability$631K
- Short-term disability$444K
- Vision$80K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
- AFLAC34%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN6%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +2 more
Broker market share
Schedule A broker compensation
76%top
- GALLAGHER BENEFIT SERVICES, INC.76%
- BRIAN W PATTEN6%
- MAUREEN E SNOW6%
- MJ INSURANCE5%
- DANIEL C HARRIS3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
AGRI-MARK, INC. RETIREMENT SAVINGS PLAN
401k
Assets$120.5M
Participants1,626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AGRI-MARK INC. PENSION PLAN
TraditionalDB
Assets$116.4M
Participants1,074
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGRI-MARK, INC. WELFARE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | AGRI-MARK, INC. RETIREMENT SAVINGS PLAN | 401k | $120.5M | 1,626 | 2024 | |
| 002 | AGRI-MARK INC. PENSION PLAN | TraditionalDB | $116.4M | 1,074 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGRI-MARK, INC. WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 1,663 | 2025 |
Retirement plans
Welfare plans