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Sponsor portfolio

U.S. DAIRY SYSTEMS, INC.

EIN 33-0055929-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$768K premiums
Participants
339
P.O. BOX 170 - JEROME, ID 83338208-423-1404
Plans on this EIN
2 filings
#001401k-$6.2M - 204 part#501Mixed-$768K - 135 lives

Benefits portfolio analytics

1 plan / $768K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$768K
  • Health$742K
  • Stop-loss$742K
  • Long-term disability$26K
Total $768K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $768K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • WILLIAM KEZELE1%
Total $104K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

U.S. DAIRY SYSTEMS, INC. 401(K) PLAN

401k

Assets$6.2M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. DAIRY SYSTEMS, INC. CAFETERIA PLAN

Mixed - BERKLEY LIFE & HEALTH INS CO

Premiums$768K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001U.S. DAIRY SYSTEMS, INC. 401(K) PLAN401k$6.2M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. DAIRY SYSTEMS, INC. CAFETERIA PLANMixedBERKLEY LIFE & HEALTH INS CO$768K1352025
Retirement plans
Welfare plans
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