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Sponsor portfolioTH

UNITED DAIRYMEN OF ARIZONA

EIN 86-0098125-food production-Latest filing 2024
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$480K premiums
Participants
578
2008 S HARDY DRIVE - TEMPE, AZ 852821211623-404-1675uda.coopLinkedIn201-500 employeesfood production
Plans on this EIN
2 filings
#002401k-$49.2M - 347 part#501Mixed-$480K - 278 lives

Benefits portfolio analytics

1 plan / $480K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$480K
  • Vision$480K
  • Life$480K
  • Short-term disability$480K
  • Long-term disability$480K
  • Other$480K
Total $480K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $480K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • BEV CAP MANAGEMENT LLC64%
  • DIGITAL INSURANCE LLC16%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
  • PROFESSIONAL GROUP PLANS INC8%
Total $93K4 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

UDA 401(K) PLAN

401k

Assets$49.2M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED DAIRYMEN OF ARIZONA EMPLOYEE WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$480K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UDA 401(K) PLAN401k$49.2M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED DAIRYMEN OF ARIZONA EMPLOYEE WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$480K2782024
Retirement plans
Welfare plans
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