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  2. MARKEY'S AUDIO VISUAL, INC.
Sponsor portfolioTH

MARKEY'S AUDIO VISUAL, INC.

EIN 35-1467871-Latest filing 2025
Plans
3
Retirement
2
$105.6M assets
Welfare
1
$266K premiums
Participants
965
2365 ENTERPRISE PARK PL - INDIANAPOLIS, IN 462184290317-783-1155
Plans on this EIN
3 filings
#002ESOP-$80.6M - 267 part#001401k-$25.0M - 367 part#505Mixed-$266K - 463 lives

Retirement portfolio analytics

2 plans aggregated / $105.6M assets / 634 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • EMPLOYEE STOCK OWNERSHIP (#002)76%
  • MARKEY'S AUDIO-VISUAL 401(K) (#001)24%
Total $105.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MARKEY'S AUDIO-VISUAL 401(K) (#001)367
  • EMPLOYEE STOCK OWNERSHIP (#002)267
Total 634Click row to drill in

Benefits portfolio analytics

1 plan / $266K premiums / 463 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$257K
  • Vision$257K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • Other$10K
Total $266K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • PRINCIPAL LIFE INSURANCE COMPANY96%
  • CANOPY4%
Total $266K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • HYLANT GROUP INC70%
  • CENTRO BENEFITS RESEARCH LLC30%
  • ACCELEVATE ADVISORS, LLC-0%
Total $39K3 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

MARKEY'S AUDIO/VISUAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$80.6M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARKEY'S AUDIO-VISUAL 401(K) PLAN

401k

Assets$25.0M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MARKEY'S AUDIO VISUAL WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$266K
Covered lives463
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARKEY'S AUDIO/VISUAL EMPLOYEE STOCK OWNERSHIP PLANESOP$80.6M2672024
001MARKEY'S AUDIO-VISUAL 401(K) PLAN401k$25.0M3672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MARKEY'S AUDIO VISUAL WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$266K4632025
Retirement plans
Welfare plans
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