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Sponsor portfolio

MCKINSTRY CO., LLC

EIN 20-4030425-construction-Latest filing 2025
Plans
3
Retirement
1
$251.6M assets
Welfare
2
$1.4M premiums
Participants
4,199
5005 THIRD AVENUE SOUTH - SEATTLE, WA 98134206-762-3311mckinstry.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$251.6M - 1,943 part#501Mixed-$1.4M - 1,539 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 1,539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.2M
  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Vision$237K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SYMETRA LIFE INSURANCE COMPANY75%
  • VISION SERVICE PLAN17%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • COMPANION LIFE INSURANCE COMPANY2%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • FORTUNE MANAGEMENT, INC.98%
  • MATTHEW LUND2%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN

401k

Assets$251.6M
Participants1,943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCKINSTRY CO., LLC HEALTH CARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MCKINSTRY CO. FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN401k$251.6M1,9432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCKINSTRY CO., LLC HEALTH CARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.4M1,5392025
504MCKINSTRY CO. FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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