Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Townsend Tree Service Company, Inc.
EIN 35-1038926ConstructionLatest filing 2025
Plans
4
Retirement
2
$15.3M assets
Health & Benefits
2
$1.8M premiums
Participants
4,744
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $15.3M assets / 2,414 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- FIRST MERCHANTS BANK$15.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.8M premiums / 2,071 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$648K
- Life$394K
- Other$394K
- Dental$373K
- Short-term disability$242K
- Long-term disability$154K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
THE TOWNSEND CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN
401(k)
Assets$9.7M
Participants248
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE TOWNSEND CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN
401(k)
Assets$5.6M
Participants2,166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE TOWNSEND CORPORATION GROUP LIFE INS & ACCIDENTAL DEATH PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives1,187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
THE TOWNSEND CORPORATION EMPLOYEE HEALTH CARE PLAN
Self-funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$648K
Covered lives884
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE TOWNSEND CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN | 401(k) | $9.7M | 248 | 2025 |
| #004 | THE TOWNSEND CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN | 401(k) | $5.6M | 2,166 | 2025 |
- #003 · 401(k) · 2025248
- #004 · 401(k) · 20252,166
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE TOWNSEND CORPORATION GROUP LIFE INS & ACCIDENTAL DEATH PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.2M | 1,187 | 2025 |
| #501 | THE TOWNSEND CORPORATION EMPLOYEE HEALTH CARE PLAN | Self-funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $648K | 884 | 2025 |
- #502 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,187
- #501 · Self-funded · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025884
Retirement plans
Health & Benefits plans