Sponsor portfolio

CLOVER FARMS DAIRY LLC

EIN 92-1062793ManufacturingLatest filing 2024

Plans

Retirement

$10.5M assets

Welfare

$3.5M premiums

Participants

590

529 CEDAR LANE - READING, PA 19612917-622-5342

Plans on this EIN

3 filings

#002401k-$7.0M - 285 part #001401k-$3.4M - 46 part #501Mixed-$3.5M - 524 lives

Retirement portfolio analytics

2 plans aggregated / $10.5M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

67%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

67%top

ASCENSUS LLC67%
(Not disclosed)33%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $3.5M premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$3.4M
Prescription drug$3.4M
Life$81K
Short-term disability$81K
Other$81K
Vision$20K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

97%top

BLUE CROSS OF CALIFORNIA97%
MADISON NATIONAL LIFE INSURANCE COMPANY2%
LIFE INSURANCE COMPANY OF NORTH AMERICA1%
KANSAS CITY LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

50%top

NORTH AMERICAN BENEFITS COMPANY50%
NPPG EMPLOYEE BENEFITS LLC36%
TOMPKINS INSURANCE7%
DONALD C SAVOY INC5%
ASSUREDPARTNERS2%

Plan deep-dives

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

Retirement#002

CLOVER FARMS DAIRY COMPANY UNION EMPLOYEES 4O1(K) PLAN

401k

Assets$7.0M

Participants285

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

CLOVER FARMS DAIRY COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M

Participants46

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501