Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$520K
- Vision$520K
- Life$520K
- Short-term disability$520K
- Long-term disability$520K
- Other$520K
Sponsor portfolio
ROCKVIEW DAIRIES, INC.
EIN 95-2544578food & beveragesLatest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$520K premiums
Participants
630
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $520K premiums / 556 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROCKVIEW DAIRIES, INC. 401(K) PLAN
401k
Assets$4.4M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
HERITAGE DISTRIBUTING, INC. HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$520K
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCKVIEW DAIRIES, INC. 401(K) PLAN | 401k | $4.4M | 74 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HERITAGE DISTRIBUTING, INC. HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $520K | 556 | 2025 |
Retirement plans
Welfare plans