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  2. UNITED DAIRY FARMERS, INC.
Sponsor portfolio

UNITED DAIRY FARMERS, INC.

EIN 31-1361170-retail-Latest filing 2025
Plans
3
Retirement
2
$60.5M assets
Welfare
1
$975K premiums
Participants
4,394
3955 MONTGOMERY ROAD - CINCINNATI, OH 45212513-396-8700udfinc.comLinkedIn1001-5000 employeesretail
Plans on this EIN
3 filings
#002401k-$44.3M - 2,311 part#001MoneyPurchase-$16.2M - 844 part#501Mixed-$975K - 1,912 lives

Retirement portfolio analytics

2 plans aggregated / $60.5M assets / 3,155 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • INC. INCENTIVE Savings (#002)73%
  • INC. MONEY PURCHASE (#001)27%
Total $60.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INCENTIVE Savings (#002)2,311
  • INC. MONEY PURCHASE (#001)844
Total 3,155Click row to drill in

Benefits portfolio analytics

1 plan / $975K premiums / 1,912 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$904K
  • Life$877K
  • Short-term disability$877K
  • Long-term disability$877K
  • Vision$71K
Total $975K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY90%
  • VISION SERVICE PLAN7%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
Total $975K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $148K1 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

UNITED DAIRY FARMERS, INC. INCENTIVE SAVINGS PLAN

401k

Assets$44.3M
Participants2,311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNITED DAIRY FARMERS, INC. MONEY PURCHASE

MoneyPurchase

Assets$16.2M
Participants844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED DAIRY FARMERS, INC HEALTH BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$975K
Covered lives1,912
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNITED DAIRY FARMERS, INC. INCENTIVE SAVINGS PLAN401k$44.3M2,3112024
001UNITED DAIRY FARMERS, INC. MONEY PURCHASEMoneyPurchase$16.2M8442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED DAIRY FARMERS, INC HEALTH BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$975K1,9122025
Retirement plans
Welfare plans
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