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Sponsor portfolio

THE M K MORSE COMPANY

EIN 34-1575148-Latest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$86K premiums
Participants
834
PO BOX 8677 - CANTON, OH 447118677330-453-8187
Plans on this EIN
2 filings
#002401k-$34.7M - 459 part#501Mixed-$86K - 382 lives

Benefits portfolio analytics

1 plan / $86K premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$86K
  • Life$86K
  • Other$86K
Total $86K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $86K1 slice

Broker market share

Schedule A broker compensation

Split broker
77%top
  • THE JAMES B OSWALD COMPANY77%
  • CENTRO BENEFITS RESEARCH LLC23%
Total $12K2 slices

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 M. K. MORSE COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$34.7M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$86K
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE M. K. MORSE COMPANY RETIREMENT SAVINGS PLAN401k$34.7M4592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$86K3822025
Retirement plans
Welfare plans
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