Assets by plan
Share of aggregate retirement assets
Filings through .
Bartlett Dairy, Inc.
EIN 11-3024832food & beveragesLatest filing 2025
Plans
4
Retirement
3
$21.1M assets
Health & Benefits
1
$1.8M premiums
Participants
298
161-02 ROCKAWAY BOULEVARD - JAMAICA, NY 11434718-658-2299bartlettny.comLinkedIn51-200 employeesfood & beverages
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $21.1M assets / 181 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 199 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$105K
- Life$105K
- Other$105K
- Vision$7K
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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#003
BARTLETT DAIRY, INC. 401(K) PLAN
401(k)
Assets$12.2M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BARTLETT DAIRY, INC. RETIREMENT PLAN
Cash balance
Assets$8.5M
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
BARTLETT UTILITIES 401(K) PLAN
401(k)
Assets$353K
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BARTLETT DAIRY, INC. MEDICAL BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives199
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BARTLETT DAIRY, INC. 401(K) PLAN | 401(k) | $12.2M | 72 | 2025 |
| #002 | BARTLETT DAIRY, INC. RETIREMENT PLAN | Cash balance | $8.5M | 62 | 2025 |
| #004 | BARTLETT UTILITIES 401(K) PLAN | 401(k) | $353K | 47 | 2025 |
- #003 · 401(k) · 202572
- #002 · Cash balance · 202562
- #004 · 401(k) · 202547
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BARTLETT DAIRY, INC. MEDICAL BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 199 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025199
Retirement plans
Health & Benefits plans