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Sponsor portfolioTH

CALIFORNIA DAIRIES, INC.

EIN 95-0614400-dairy-Latest filing 2025
Plans
3
Retirement
1
$106.6M assets
Welfare
2
$774K premiums
Participants
2,405
2000 N PLAZA DRIVE - VISALIA, CA 93291559-625-2200californiadairies.comLinkedIn1001-5000 employeesdairy
Plans on this EIN
3 filings
#001401k-$106.6M - 1,206 part#501Mixed-$584K - 896 lives#510Fully Insured-$190K - 312 lives

Benefits portfolio analytics

2 plans / $774K premiums / 1,208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$517K
  • Life$328K
  • Long-term disability$155K
  • Short-term disability$102K
Total $774K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $774K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • BEV CAP MANAGEMENT LLC52%
  • PROFESSIONAL GROUP PLANS INC28%
  • BEVCAP MANAGEMENT LLC21%
Total $139K3 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

CALIFORNIA DAIRIES, INC. 401(K) SAVINGS PLAN

401k

Assets$106.6M
Participants1,206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA DAIRIES, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$584K
Covered lives896
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

CALIFORNIA DAIRIES, INC. CRITICAL ILLNESS, ACCIDENT AND HOSPITAL INDEMNITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$190K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA DAIRIES, INC. 401(K) SAVINGS PLAN401k$106.6M1,2062024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA DAIRIES, INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$584K8962025
510CALIFORNIA DAIRIES, INC. CRITICAL ILLNESS, ACCIDENT AND HOSPITAL INDEMNITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$190K3122025
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