Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
ROTO-MIX, LLC
EIN 20-3977759machineryLatest filing 2025
Plans
3
Retirement
2
$10.7M assets
Welfare
1
$75K premiums
Participants
251
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 131 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $75K premiums / 96 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$75K
- Life$4K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- AFLAC75%
- MEDICAL AIR SERVICES ASSOCIATION, INC.20%
- KANSAS CITY LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
33%top
- DAN STECKLEIN33%
- ACRISURE LLC25%
- AARON K STEGMAN7%
- BRIAN HILLIER7%
- DOUGLAS R SCHENKEL5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROTO-MIX, LLC RETIREMENT PLAN 1
401k
Assets$5.7M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROTO-MIX, LLC RETIREMENT PLAN 2
401k
Assets$5.0M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ROTO-MIX, LLC EMPLOYEE MEDICAL BENEFIT PLAN
Mixed - AFLAC
Premiums$75K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROTO-MIX, LLC RETIREMENT PLAN 1 | 401k | $5.7M | 69 | 2025 | |
| 002 | ROTO-MIX, LLC RETIREMENT PLAN 2 | 401k | $5.0M | 62 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | ROTO-MIX, LLC EMPLOYEE MEDICAL BENEFIT PLAN | Mixed | AFLAC | $75K | 96 | 2025 |
Retirement plans
Welfare plans