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Sponsor portfolio

MEYER & NAJEM CONSTRUCTION

EIN 35-1712644-construction-Latest filing 2025
Plans
3
Retirement
2
$48.7M assets
Welfare
1
$2.6M premiums
Participants
581
11787 LANTERN ROAD, SUITE 100 - FISHERS, IN 46038317-577-0007LinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$31.0M - 173 part#001401k-$17.6M - 192 part#501Fully Insured-$2.6M - 398 lives

Retirement portfolio analytics

2 plans aggregated / $48.7M assets / 365 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEE STOCK OWNERSHIP (#002)64%
  • PROFIT SHARING PLAN (#001)36%
Total $48.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)192
  • EMPLOYEE STOCK OWNERSHIP (#002)173
Total 365Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$300K
  • Vision$300K
  • Life$300K
  • Short-term disability$300K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • PRINCIPAL12%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • CENTRO BENEFITS RESEARCH LLC62%
  • HYLANT GROUP INC29%
  • WATCHTOWER BENEFITS, LLC9%
Total $16K3 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

MEYER NAJEM CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$31.0M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEYER NAJEM 401K PROFIT SHARING PLAN

401k

Assets$17.6M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEYER & NAJEM, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$2.6M
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEYER NAJEM CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLANESOP$31.0M1732025
001MEYER NAJEM 401K PROFIT SHARING PLAN401k$17.6M1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEYER & NAJEM, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$2.6M3982025
Retirement plans
Welfare plans
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