PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BARTLETT DAIRY, INC.
Sponsor portfolio

BARTLETT DAIRY, INC.

EIN 11-3024832-food & beverages-Latest filing 2024
Plans
4
Retirement
3
$18.0M assets
Welfare
1
$1.6M premiums
Participants
256
90-04 161ST STREET, SUITE 609 - JAMAICA, NY 11432718-658-2299bartlettny.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
4 filings
#003401k-$9.7M - 64 part#002CashBalance-$8.0M - 62 part#004401k-$237K - 30 part#501Mixed-$1.6M - 217 lives

Retirement portfolio analytics

3 plans aggregated / $18.0M assets / 156 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DAIRY, INC. 401(K) (#003)54%
  • INC. RETIREMENT PLAN (#002)44%
  • BARTLETT UTILITIES 401(K) (#004)1%
Total $18.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAIRY, INC. 401(K) (#003)64
  • INC. RETIREMENT PLAN (#002)62
  • BARTLETT UTILITIES 401(K) (#004)30
Total 156Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$101K
  • Other$101K
  • Vision$8K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE0%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • RSC INSURANCE BROKERAGE INC76%
  • EMERSON REID LLC24%
  • INTERNAL PLANNING ALL LCC0%
Total $97K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BARTLETT DAIRY, INC. 401(K) PLAN

401k

Assets$9.7M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARTLETT DAIRY, INC. RETIREMENT PLAN

CashBalance

Assets$8.0M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BARTLETT UTILITIES 401(K) PLAN

401k

Assets$237K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARTLETT DAIRY, INC. MEDICAL BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003BARTLETT DAIRY, INC. 401(K) PLAN401k$9.7M642024
002BARTLETT DAIRY, INC. RETIREMENT PLANCashBalance$8.0M622024
004BARTLETT UTILITIES 401(K) PLAN401k$237K302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARTLETT DAIRY, INC. MEDICAL BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.6M2172024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica