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Sponsor portfolioTH

MODERN WOODMEN OF AMERICA

EIN 36-1493430-financial services-Latest filing 2025
Plans
3
Retirement
2
$1.12B assets
Welfare
1
$2.6M premiums
Participants
6,013
1701 1ST AVENUE - ROCK ISLAND, IL 61201309-786-6481modernwoodmen.orgLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$865.1M - 2,499 part#004401k-$250.5M - 1,869 part#501Mixed-$2.6M - 1,677 lives

Retirement portfolio analytics

2 plans aggregated / $1.12B assets / 4,368 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEES' RETIREMENT PLAN (#001)78%
  • AMERICA EMPLOYEES' Savings (#004)22%
Total $1.12BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)2,499
  • AMERICA EMPLOYEES' Savings (#004)1,869
Total 4,368Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Long-term disability$288K
  • Vision$124K
  • Other$82K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITED HEALTHCARE INSURANCE COMPANY81%
  • STANDARD INSURANCE COMPANY11%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HOLMES MURPHY & ASSOCIATES81%
  • HODGES-MACE BENEFITS GRP INC8%
  • BSC AGENCY LLC7%
  • AVANT SPECIALTY BENEFITS LLC3%
  • C2 CENTRIC LLC1%
  • +1 more
Total $49K6 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

MODERN WOODMEN OF AMERICA EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$865.1M
Participants2,499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN

401k

Assets$250.5M
Participants1,869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MODERN WOODMEN OF AMERICA WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.6M
Covered lives1,677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MODERN WOODMEN OF AMERICA EMPLOYEES' RETIREMENT PLANTraditionalDB$865.1M2,4992024
004MODERN WOODMEN OF AMERICA EMPLOYEES' SAVINGS PLAN401k$250.5M1,8692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MODERN WOODMEN OF AMERICA WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$2.6M1,6772025
Retirement plans
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