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Sponsor portfolioTH

ANDERSON ERICKSON DAIRY CO.

EIN 42-0115611-dairy-Latest filing 2025
Plans
4
Retirement
2
$26.0M assets
Welfare
2
$162K premiums
Participants
1,163
2420 EAST UNIVERSITY - DES MOINES, IA 50317515-263-6367aedairy.comLinkedIn201-500 employeesdairy
Plans on this EIN
4 filings
#001401k-$18.2M - 212 part#003401k-$7.8M - 288 part#501Mixed-$162K - 386 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $26.0M assets / 500 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • SHARING AND 401(K) (#001)70%
  • 401(K) RETIREMENT PLAN (#003)30%
Total $26.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)288
  • SHARING AND 401(K) (#001)212
Total 500Click row to drill in

Benefits portfolio analytics

2 plans / $162K premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$162K
  • Long-term disability$162K
  • Other$162K
Total $162K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $162K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $8K1 slice

Plan deep-dives

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

ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN

401k

Assets$18.2M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

A-E EMPLOYEES 401(K) RETIREMENT PLAN

401k

Assets$7.8M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANDERSON ERICKSON DAIRY EMPLOYEE HEALTH PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$162K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ANDERSON ERICKSON EMPLOYEE SICK BENEFIT PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN401k$18.2M2122024
003A-E EMPLOYEES 401(K) RETIREMENT PLAN401k$7.8M2882025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANDERSON ERICKSON DAIRY EMPLOYEE HEALTH PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$162K3862025
503ANDERSON ERICKSON EMPLOYEE SICK BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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