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Sponsor portfolio

TURNER DAIRY FARMS, INC.

EIN 25-1004862-dairy-Latest filing 2025
Plans
3
Retirement
2
$22.5M assets
Welfare
1
$2.6M premiums
Participants
467
1049 JEFFERSON ROAD - PITTSBURGH, PA 152354723412-372-2211LinkedIn1-10 employeesdairy
Plans on this EIN
3 filings
#002401k-$20.9M - 51 part#003401k-$1.6M - 174 part#501Mixed-$2.6M - 324 lives

Retirement portfolio analytics

2 plans aggregated / $22.5M assets / 225 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#002)93%
  • UNION EMPLOYEE 401(K) (#003)7%
Total $22.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEE 401(K) (#003)174
  • PROFIT SHARING PLAN (#002)51
Total 225Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$154K
  • Vision$154K
  • Life$61K
Total $2.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UPMC HEALTH OPTIONS98%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • C B TRACY & ASSOCIATES DBA TRACYCO100%
Total $83K1 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

TURNER DAIRY FARMS, INC. PROFIT SHARING PLAN

401k

Assets$20.9M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TURNER DAIRY FARMS UNION EMPLOYEE 401(K) PLAN

401k

Assets$1.6M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TURNER DAIRY FARMS

Mixed - UPMC HEALTH OPTIONS

Premiums$2.6M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TURNER DAIRY FARMS, INC. PROFIT SHARING PLAN401k$20.9M512025
003TURNER DAIRY FARMS UNION EMPLOYEE 401(K) PLAN401k$1.6M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TURNER DAIRY FARMSMixedUPMC HEALTH OPTIONS$2.6M3242025
Retirement plans
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