Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Anderson Erickson Dairy Co.
EIN 42-0115611dairyLatest filing 2025
Plans
4
Retirement
2
$26.7M assets
Health & Benefits
2
$162K premiums
Participants
1,188
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $26.7M assets / 525 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN
401(k)
Assets$18.8M
Participants237
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
A-E EMPLOYEES 401(K) RETIREMENT PLAN
401(k)
Assets$7.8M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ANDERSON ERICKSON DAIRY EMPLOYEE HEALTH PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$162K
Covered lives386
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ANDERSON ERICKSON EMPLOYEE SICK BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN | 401(k) | $18.8M | 237 | 2025 |
| #003 | A-E EMPLOYEES 401(K) RETIREMENT PLAN | 401(k) | $7.8M | 288 | 2025 |
- #001 · 401(k) · 2025237
- #003 · 401(k) · 2025288
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ANDERSON ERICKSON DAIRY EMPLOYEE HEALTH PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $162K | 386 | 2025 |
| #503 | ANDERSON ERICKSON EMPLOYEE SICK BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025386
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans