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Sponsor portfolioTH

THE MOTZ CORPORATION

EIN 31-1025223-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
4
Retirement
2
$30.3M assets
Welfare
2
$49K premiums
Participants
286
1 MOTZ WAY - CINCINNATI, OH 45244513-533-6452
Plans on this EIN
4 filings
#002ESOP-$19.0M - 139 part#001401k-$11.3M - 147 part#502Fully Insured-$26K - 124 lives#501Fully Insured-$23K - 125 lives

Retirement portfolio analytics

2 plans aggregated / $30.3M assets / 286 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $30.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)147
  • EMPLOYEE STOCK OWNERSHIP (#002)139
Total 286Click row to drill in

Benefits portfolio analytics

2 plans / $49K premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$26K
  • Life$23K
  • Other$23K
Total $49K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $49K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE MOTZ CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.0M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE MOTZ CORPORATION PROFIT SHARING PLAN

401k

Assets$11.3M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE MOTZ CORPORATION LTD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$26K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE MOTZ CORPORATION BASIC LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$23K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MOTZ CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$19.0M1392024
001THE MOTZ CORPORATION PROFIT SHARING PLAN401k$11.3M1472025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE MOTZ CORPORATION LTD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$26K1242025
501THE MOTZ CORPORATION BASIC LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$23K1252025
Retirement plans
Welfare plans
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