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Sponsor portfolio

MIDWEST SPECIALTIES, INC.

EIN 34-1085318-Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$551K premiums
Participants
300
705 COMMERCE CT. - WAPAKONETA, OH 45895800-837-2503
Plans on this EIN
2 filings
#001401k-$3.1M - 186 part#501Fully Insured-$551K - 182 lives

Benefits portfolio analytics

1 plan / $551K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$435K
  • Other$52K
  • Dental$50K
  • Short-term disability$32K
  • Life$20K
  • Vision$14K
Total $551K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • PAN-AMERICAN LIFE INSURANCE COMPANY79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $551K4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • STRATEGIC BENEFITS66%
  • PATRIOT GROWTH INSURANCE SERVICES21%
  • STRATEGIC BENEFITS OF CINCINNATI8%
  • GALLAGHER BENEFIT SERVICES, INC.6%
Total $15K4 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

MIDWEST SPECIALTIES, INC EMPLOYEES PROFIT SHARING RETIREMENT PLAN

401k

Assets$3.1M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIDWEST SPECIALTIES, INC. DBA FLEXARM

Fully Insured - PAN-AMERICAN LIFE INSURANCE COMPANY

Premiums$551K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MIDWEST SPECIALTIES, INC EMPLOYEES PROFIT SHARING RETIREMENT PLAN401k$3.1M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIDWEST SPECIALTIES, INC. DBA FLEXARMFully InsuredPAN-AMERICAN LIFE INSURANCE COMPANY$551K1822025
Retirement plans
Welfare plans
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