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  2. CREAM-O-LAND DAIRY, INC.
Sponsor portfolio

CREAM-O-LAND DAIRY, INC.

EIN 22-1436887-dairy-Latest filing 2024
Plans
3
Retirement
2
$12.9M assets
Welfare
1
$267K premiums
Participants
1,258
529 CEDAR LANE - FLORENCE, NJ 08518609-499-3601LinkedIn201-500 employeesdairy
Plans on this EIN
3 filings
#005401k-$12.1M - 539 part#004ProfitSharing-$828K - 290 part#508Mixed-$267K - 436 lives

Retirement portfolio analytics

2 plans aggregated / $12.9M assets / 829 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DAIRY, INC. 401(K) (#005)94%
  • UNION EMPLOYEES' PENSION (#004)6%
Total $12.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • NEWPORT GROUP, INC.94%
  • (Not disclosed)6%
Total $12.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAIRY, INC. 401(K) (#005)539
  • UNION EMPLOYEES' PENSION (#004)290
Total 829Click row to drill in

Benefits portfolio analytics

1 plan / $267K premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$267K
  • Vision$267K
  • Life$267K
  • Long-term disability$267K
  • Other$267K
Total $267K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $267K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BEV CAP MANAGEMENT LLC100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

CREAM-O-LAND DAIRY, INC. 401(K) PLAN

401k

Assets$12.1M
Participants539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CREAM-O-LAND DAIRY UNION EMPLOYEES' PENSION PLAN

ProfitSharing

Assets$828K
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CREAM-O-LAND DAIRY, INC. WRAP PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$267K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005CREAM-O-LAND DAIRY, INC. 401(K) PLAN401k$12.1M5392024
004CREAM-O-LAND DAIRY UNION EMPLOYEES' PENSION PLANProfitSharing$828K2902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CREAM-O-LAND DAIRY, INC. WRAP PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$267K4362024
Retirement plans
Welfare plans
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