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  2. MONROE TRACTOR & IMPLEMENT CO., INC.
Sponsor portfolio

MONROE TRACTOR & IMPLEMENT CO., INC.

EIN 16-0850083-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Welfare
1
$2.1M premiums
Participants
703
1001 LEHIGH STATION RD - HENRIETTA, NY 14467585-334-3867monroetractor.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#004401k-$28.4M - 407 part#504Fully Insured-$2.1M - 296 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$119K
  • Other$108K
  • Short-term disability$61K
  • Long-term disability$31K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • COMPANION LIFE INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • BROWN & BROWN INSURANCE SERVICES96%
  • PAYCHEX INSURANCE AGENCY, INC.2%
  • STRATEGIC NON-MEDICAL SOLUTION1%
Total $104K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MONROE TRACTOR & IMPLEMENT CO. INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$28.4M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MONROE TRACTOR & IMPLEMENT CO., INC. BENEFIT BANK PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.1M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004MONROE TRACTOR & IMPLEMENT CO. INC 401(K) PROFIT SHARING PLAN & TRUST401k$28.4M4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MONROE TRACTOR & IMPLEMENT CO., INC. BENEFIT BANK PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.1M2962025
Retirement plans
Welfare plans
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