Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORGAN FOODS, INC.
EIN 35-0852905consumer goodsLatest filing 2024
Plans
4
Retirement
2
$54.3M assets
Welfare
2
$546K premiums
Participants
2,495
90 W MORGAN ST - AUSTIN, IN 471021741812-794-1225morganfoods.comLinkedIn501-1000 employeesconsumer goods
Retirement portfolio analytics
2 plans aggregated / $54.3M assets / 861 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $546K premiums / 1,634 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$409K
- Short-term disability$409K
- Long-term disability$409K
- Other$409K
- Vision$95K
- Dental$41K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- AMERICAN UNITED LIFE INSURANCE COMPANY75%
- FIDELITY SECURITY LIFE INSURANCE COMPANY17%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MORGAN FOODS, INC. EMPLOYEES PROFIT SHARING PLAN
401k
Assets$42.2M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MORGAN FOODS RETIREE MEDICAL 401(K) SAVINGS PLAN
401k
Assets$12.1M
Participants617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MORGAN FOODS, INC LIFE AND DISABILITY PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$409K
Covered lives736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MORGAN FOODS, INC. GROUP INSURANCE PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$136K
Covered lives898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MORGAN FOODS, INC. EMPLOYEES PROFIT SHARING PLAN | 401k | $42.2M | 244 | 2024 | |
| 005 | MORGAN FOODS RETIREE MEDICAL 401(K) SAVINGS PLAN | 401k | $12.1M | 617 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MORGAN FOODS, INC LIFE AND DISABILITY PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $409K | 736 | 2024 | |
| 501 | MORGAN FOODS, INC. GROUP INSURANCE PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $136K | 898 | 2024 |
Retirement plans
Welfare plans