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Sponsor portfolioTH

COUNTRYMARK COOPERATIVE HOLDING CORPORATION

EIN 35-2157259-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$172.9M assets
Welfare
1
$2.4M premiums
Participants
1,124
225 SOUTH EAST STREET SUITE 144 - INDIANAPOLIS, IN 46202317-238-8207LinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$172.9M - 604 part#501Mixed-$2.4M - 1,290 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$642K
  • Long-term disability$642K
  • Dental$414K
  • Vision$130K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA49%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
  • DELTA DENTAL OF CALIFORNIA17%
  • VISION SERVICE PLAN5%
  • HUMANA INSURANCE COMPANY1%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ALTERITY BROKER SOLUTIONS97%
  • ENROLLEASE3%
Total $44K2 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

COUNTRYMARK SAVINGS PLAN

401k

Assets$172.9M
Participants604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COUNTRYMARK COOPERATIVE HOLDING CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.4M
Covered lives1,290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COUNTRYMARK SAVINGS PLAN401k$172.9M6042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COUNTRYMARK COOPERATIVE HOLDING CORPORATION EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.4M1,2902024
Retirement plans
Welfare plans
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