Sponsor portfolio

FURST-MCNESS COMPANY

EIN 36-1112600farmingLatest filing 2025

Plans

Retirement

$32.0M assets

Welfare

$202K premiums

Participants

657

1252 BELL VALLEY ROAD, SUITE 220 - ROCKFORD, IL 61108815-232-9802mcness.comLinkedIn201-500 employeesfarming

Plans on this EIN

3 filings

#002401k-$31.6M - 385 part #001TraditionalDB-$389K - 0 part #501Mixed-$202K - 325 lives

Retirement portfolio analytics

2 plans aggregated / $32.0M assets / 385 participants

Assets by plan

Share of aggregate retirement assets

99%top

Participants by plan

Active + retired + deferred vested

FURST-MCNESS 401(K) (#002)385

Benefits portfolio analytics

1 plan / $202K premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$122K
Other$122K
Long-term disability$57K
Vision$23K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

89%top

STANDARD INSURANCE COMPANY89%
METROPOLITAN LIFE INSURANCE COMPANY11%

Broker market share

Schedule A broker compensation

Split broker

88%top

BROWN & BROWN INSURANCE SERVICES88%
HAYS COMPANIES, INC.12%

Plan deep-dives

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

Retirement#002

FURST-MCNESS 401(K) PLAN

401k

Assets$31.6M

Participants385

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001