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Filters:EIN 390380850 Clear all

Companies

companyJones Dairy Farm & Subsidiary
$92.4Mreported plan assets
EIN: 39-0380850Location: WIPlans: 6Participants: 1,457Latest: 2023
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Plans

planJones Dairy Farm Thrift PlanFinancial statementProvider compensation2023 filing
$30.3Mreported assets (EOY)
Sponsor: Jones Dairy FarmEIN: 39-0380850Plan: 002Participants: 195Assets: $30,328,788Net assets: $30.3MAssets / participant: $155.5KLocation: Fort Atkinson, WILatest: 2023
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planJones Dairy Farm Bargaining Employees' Retirement Savings PlanFinancial statementProvider compensation2023 filing
$24Mreported assets (EOY)
Sponsor: Jones Dairy FarmEIN: 39-0380850Plan: 001Participants: 342Assets: $23,999,561Net assets: $24MAssets / participant: $70.2KLocation: Fort Atkinson, WILatest: 2023
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planJones Dairy Farm Master Trust PlanFinancial statement2023 filing
$19Mreported assets (EOY)
Sponsor: Jones Dairy Farm & SubsidiaryEIN: 39-0380850Plan: 100Participants: not reported in the loaded datasetAssets: $19,038,422Net assets: $19MLocation: Fort Atkinson, WILatest: 2023
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planJones Dairy Farm Union Employees Pension PlanFinancial statementProvider compensation2023 filing
$11.1Mreported assets (EOY)
Sponsor: Jones Dairy Farm & SubsidiaryEIN: 39-0380850Plan: 007Participants: 278Assets: $11,119,612Net assets: $11.1MAssets / participant: $40KLocation: Fort Atkinson, WILatest: 2023
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planJones Dairy Farm Non Union Employees Pension PlanFinancial statementProvider compensation2023 filing
$7.9Mreported assets (EOY)
Sponsor: Jones Dairy Farm & SubsidiaryEIN: 39-0380850Plan: 006Participants: 87Assets: $7,918,811Net assets: $7.9MAssets / participant: $91KLocation: Fort Atkinson, WILatest: 2023
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planJones Dairy Farm Group Health And Accident Insurance Plan2023 filing
Sponsor: Jones Dairy FarmEIN: 39-0380850Plan: 501Participants: 555Assets: not reported in the loaded datasetLocation: Fort Atkinson, WILatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Jones Dairy Farm Bargaining Employees' Retirement Savings Plan
Sponsor: Jones Dairy FarmEIN: 39-0380850Plan: 001Ack ID: 20241011063926NAL0012222499001
filing2023 Form 5500 — Jones Dairy Farm Thrift Plan
Sponsor: Jones Dairy FarmEIN: 39-0380850Plan: 002Ack ID: 20241011065008NAL0043441922001
filing2023 Form 5500 — Jones Dairy Farm Non Union Employees Pension Plan
Sponsor: Jones Dairy Farm & SubsidiaryEIN: 39-0380850Plan: 006Ack ID: 20241007123021NAL0015161953001
filing2023 Form 5500 — Jones Dairy Farm Union Employees Pension Plan
Sponsor: Jones Dairy Farm & SubsidiaryEIN: 39-0380850Plan: 007Ack ID: 20241007122650NAL0007566771001
filing2023 Form 5500 — Jones Dairy Farm Master Trust Plan
Sponsor: Jones Dairy Farm & SubsidiaryEIN: 39-0380850Plan: 100Ack ID: 20241007123335NAL0007569859001
filing2023 Form 5500 — Jones Dairy Farm Group Health And Accident Insurance Plan
Sponsor: Jones Dairy FarmEIN: 39-0380850Plan: 501Ack ID: 20250122022919NAL0003879457001