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Form 5500 · Retirement plan · BRATTLEBORO, VT

HOLSTEIN ASSOCIATION USA, INC.

The filing calls this plan HOLSTEIN ASSOCIATION USA, INC. AMENDED AND RESTATED PENSION PLAN.

HOLSTEIN ASSOCIATION USA, INC. of BRATTLEBORO, VT's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0130760 · plan 001 · plan year 2025, filed Sep 9, 2026

Participants at the start of the year
208
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASS MUTUAL LIFE INSURANCE CO..

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASS MUTUAL LIFE INSURANCE CO.—103December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HOLSTEIN ASSOCIATION USA, INC.
EIN 03-0130760
WILLIS TOWERS WATSON US LLC
CONTRACTOR · EIN 53-0181291
$62,700
paid directly by the plan
SEI INVESTMENT COMPANY
CONTRACTOR · EIN 23-1707341
$42,821
paid directly by the plan
ADP, INC.
Recordkeeping and information management · EIN 22-3006057
$16,525
paid directly by the plan
GALLAGHER, FLYNN & COMPANY, LLP
Accounting and audit · EIN 03-0225774
$8,400
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$13,545,744
Paid out in benefits
$1,619,104
Participants at the start of the year
208

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 03-0225774
GALLAGHER, FLYNN & CO., LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$8,400

From Schedule H of this filing.

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