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Sponsor portfolioTH

WILLET DAIRY, LLC

EIN 16-1453541-food production-Latest filing 2025
Plans
3
Retirement
1
$3.9M assets
Welfare
2
$9K premiums
Participants
138
2361 GENOA LANSING TOWN LINE ROAD - KING FERRY, NY 13081315-497-0723LinkedIn51-200 employeesfood production
Plans on this EIN
3 filings
#002401k-$3.9M - 138 part#502Fully Insured-$7K - 102 lives#501Fully Insured-$3K - 102 lives

Benefits portfolio analytics

2 plans / $9K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$9K
  • Other$3K
Total $9K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • COMPANION LIFE INSURANCE COMPANY72%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY28%
Total $9K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN

401k

Assets$3.9M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WILLET DAIRY, LLC TERM LIFE PLAN

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$7K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WILLET DAIRY, LLC AD&D PLAN

Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY

Premiums$3K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN401k$3.9M1382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WILLET DAIRY, LLC TERM LIFE PLANFully InsuredCOMPANION LIFE INSURANCE COMPANY$7K1022025
501WILLET DAIRY, LLC AD&D PLANFully InsuredMUTUAL OF OMAHA INSURANCE COMPANY$3K1022025
Retirement plans
Welfare plans
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