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  2. UPSTATE NIAGARA COOPERATIVE INC.
Sponsor portfolioTH

UPSTATE NIAGARA COOPERATIVE INC.

EIN 16-0845625-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$143.6M assets
Welfare
1
$18.4M premiums
Participants
3,355
PO BOX 268 - LANCASTER, NY 14086716-892-3156uncdairy.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
3 filings
#006401k-$132.7M - 1,405 part#007401k-$10.9M - 270 part#527Mixed-$18.4M - 3,254 lives

Retirement portfolio analytics

2 plans aggregated / $143.6M assets / 1,675 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • INC. RETIREMENT PLAN (#006)92%
  • LLC RETIREMENT PLAN (#007)8%
Total $143.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ADP BROKER-DEALER100%
Total $143.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#006)1,405
  • LLC RETIREMENT PLAN (#007)270
Total 1,675Click row to drill in

Benefits portfolio analytics

1 plan / $18.4M premiums / 3,254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.1M
  • Other$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Vision$84K
Total $18.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE0%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
  • CURALINC HEALTHCARE0%
  • +1 more
Total $18.4M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $236K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN

401k

Assets$132.7M
Participants1,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

UPSTATE FARMS DAIRY, LLC RETIREMENT PLAN

401k

Assets$10.9M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527

UPSTATE NIAGARA COOPERATIVE INC. GROUP BENEFIT PLAN

Mixed - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$18.4M
Covered lives3,254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN401k$132.7M1,4052024
007UPSTATE FARMS DAIRY, LLC RETIREMENT PLAN401k$10.9M2702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
527UPSTATE NIAGARA COOPERATIVE INC. GROUP BENEFIT PLANMixedHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$18.4M3,2542025
Retirement plans
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