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Sponsor portfolio

BURNETT DAIRY COOPERATIVE

EIN 39-1085908-information technology and services-Latest filing 2025
Plans
5
Retirement
1
$10.3M assets
Welfare
4
$290K premiums
Participants
601
11631 STATE ROAD 70 - GRANTSBURG, WI 54840715-689-2468LinkedIn11-50 employeesinformation technology and services
Plans on this EIN
5 filings
#002401k-$10.3M - 336 part#501Mixed-$149K - 425 lives#502Fully Insured-$124K - 243 lives#504Fully Insured-$17K - 140 lives#503Self Funded-0 lives

Benefits portfolio analytics

4 plans / $290K premiums / 808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$61K
  • Life$58K
  • Vision$18K
  • Short-term disability$7K
  • Other$5K
Total $149K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA84%
  • VISION SERVICE PLAN12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $149K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • M3 INSURANCE SOLUTIONS INC95%
  • NATIONAL ENROLLMENT PARTNERS LLC2%
  • WORLD INSURANCE ASSOCIATES LLC2%
  • USI INSURANCE SERVICES LLC1%
  • PAMELA JEAN DESHAW-BRACKETT0%
  • +3 more
Total $21K8 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

BURNETT DAIRY CO-OP 401(K) PLAN

401k

Assets$10.3M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURNETT DAIRY COOPERATIVE EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$149K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BURNETT DAIRY COOPERATIVE LIFE AND DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$124K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BURNETT DAIRY COOPERATIVE VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$17K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BURNETT DAIRY COOPERATIVE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BURNETT DAIRY CO-OP 401(K) PLAN401k$10.3M3362024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURNETT DAIRY COOPERATIVE EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$149K4252025
502BURNETT DAIRY COOPERATIVE LIFE AND DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$124K2432024
504BURNETT DAIRY COOPERATIVE VISION PLANFully InsuredVISION SERVICE PLAN$17K1402024
503BURNETT DAIRY COOPERATIVE DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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