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Sponsor portfolio

MERRITT CONTRACTING, INC.

EIN 35-2004799-construction-Latest filing 2025
Plans
3
Retirement
2
$3.9M assets
Welfare
1
$689K premiums
Participants
359
900 SOUTH STATE ROAD 39 - LEBANON, IN 46052765-483-0947merrittcontracting.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$3.8M - 133 part#002ESOP-$53K - 76 part#555Fully Insured-$689K - 154 lives

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 209 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CONTRACTING, INC 401(K) (#001)99%
  • EMPLOYEE STOCK OWNERSHIP (#002)1%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRACTING, INC 401(K) (#001)133
  • EMPLOYEE STOCK OWNERSHIP (#002)76
Total 209Click row to drill in

Benefits portfolio analytics

1 plan / $689K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$599K
  • Prescription drug$599K
  • Dental$55K
  • Vision$55K
  • Life$35K
  • Other$35K
  • +2 more
Total $689K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • STARMOUNT LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $689K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • GALLAGHER BENEFIT SERVICES, INC.89%
  • BH PREFERRED LLC9%
  • INDIANA CHAMBER INSURANCE AGENCY1%
Total $44K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MERRITT CONTRACTING, INC 401(K) PLAN

401k

Assets$3.8M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MERRITT CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$53K
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

MERRITT CONTRACTING EMPLOYEE HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$689K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERRITT CONTRACTING, INC 401(K) PLAN401k$3.8M1332025
002MERRITT CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$53K762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
555MERRITT CONTRACTING EMPLOYEE HEALTH AND WELFARE PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$689K1542025
Retirement plans
Welfare plans
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