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Sponsor portfolio

JONES DAIRY FARM

EIN 39-0380850-food & beverages-Latest filing 2025
Plans
5
Retirement
4
$79.1M assets
Welfare
1
$4.4M premiums
Participants
1,577
800 JONES AVENUE - FORT ATKINSON, WI 53538920-563-2431jonesdairyfarm.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
5 filings
#002401k-$31.4M - 210 part#001401k-$25.7M - 393 part#007TraditionalDB-$12.0M - 274 part#006TraditionalDB-$10.1M - 86 part#501Mixed-$4.4M - 871 lives

Retirement portfolio analytics

4 plans aggregated / $79.1M assets / 963 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • FARM THRIFT PLAN (#002)40%
  • EMPLOYEES' RETIREMENT Savings (#001)32%
  • UNION EMPLOYEES PENSION (#007)15%
  • UNION EMPLOYEES PENSION (#006)13%
Total $79.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • BMO HARRIS BANK NA28%
Total $79.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT Savings (#001)393
  • UNION EMPLOYEES PENSION (#007)274
  • FARM THRIFT PLAN (#002)210
  • UNION EMPLOYEES PENSION (#006)86
Total 963Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 871 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Life$148K
  • Long-term disability$148K
  • Other$148K
  • Vision$10K
Total $4.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • DEAN HEALTH PLAN INC80%
  • MERCYCARE INSURANCE COMPANY17%
  • HARTFORD LIFE AND ACCIDENT3%
  • SUPERIOR DENTAL CARE0%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GREGORY BLUM98%
  • HEMB INSURANCE GROUP LLC2%
Total $30K2 slices

Plan deep-dives

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

JONES DAIRY FARM THRIFT PLAN

401k

Assets$31.4M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JONES DAIRY FARM BARGAINING EMPLOYEES' RETIREMENT SAVINGS PLAN

401k

Assets$25.7M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

JONES DAIRY FARM UNION EMPLOYEES PENSION PLAN

TraditionalDB

Assets$12.0M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

JONES DAIRY FARM NON UNION EMPLOYEES PENSION PLAN

TraditionalDB

Assets$10.1M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JONES DAIRY FARM GROUP HEALTH AND ACCIDENT INSURANCE PLAN

Mixed - DEAN HEALTH PLAN INC

Premiums$4.4M
Covered lives871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002JONES DAIRY FARM THRIFT PLAN401k$31.4M2102024
001JONES DAIRY FARM BARGAINING EMPLOYEES' RETIREMENT SAVINGS PLAN401k$25.7M3932024
007JONES DAIRY FARM UNION EMPLOYEES PENSION PLANTraditionalDB$12.0M2742024
006JONES DAIRY FARM NON UNION EMPLOYEES PENSION PLANTraditionalDB$10.1M862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JONES DAIRY FARM GROUP HEALTH AND ACCIDENT INSURANCE PLANMixedDEAN HEALTH PLAN INC$4.4M8712025
Retirement plans
Welfare plans
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