Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $122.3M assets / 703 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $266K premiums / 463 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MARKEY'S AUDIO/VISUAL EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $92.4M | 303 | 2025 |
| #001 | MARKEY'S AUDIO-VISUAL 401(K) PLAN | 401(k) | $29.9M | 400 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | MARKEY'S AUDIO VISUAL WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $266K | 463 | 2025 |