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Sponsor portfolio

OAK VIEW FARMS, LLC

EIN 39-1895496-ranching-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$3.0M premiums
Participants
780
PO BOX 150, 1020 PEMBROKE AVENUE - LAWLER, IA 52154641-364-7843LinkedIn1-10 employeesranching
Plans on this EIN
2 filings
#001401k-$4.9M - 407 part#501Fully Insured-$3.0M - 373 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$178K
  • Short-term disability$139K
  • Life$73K
  • Long-term disability$34K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA6%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • COTTINGHAM & BUTLER84%
  • FBL INSURANCE BROKERAGE INC15%
  • FARM BUREAU PROPERTY & CASUALTY INS1%
Total $43K3 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

OAK VIEW FARMS, L.L.C. 401(K) PLAN

401k

Assets$4.9M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAK VIEW FARMS WELFARE BENEFIT PLAN

Fully Insured - WELLMARK, INC.

Premiums$3.0M
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK VIEW FARMS, L.L.C. 401(K) PLAN401k$4.9M4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAK VIEW FARMS WELFARE BENEFIT PLANFully InsuredWELLMARK, INC.$3.0M3732025
Retirement plans
Welfare plans
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