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  2. MODERN WOODMEN OF AMERICA
Sponsor portfolioTH

MODERN WOODMEN OF AMERICA

EIN 36-1493430-financial services-Latest filing 2024
Plans
3
Retirement
2
$1.12B assets
Welfare
1
$2.3M premiums
Participants
5,966
1701 FIRST AVENUE - ROCK ISLAND, IL 612018724309-786-6481modernwoodmen.orgLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$865.1M - 2,499 part#004401k-$250.5M - 1,869 part#501Mixed-$2.3M - 734 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 / $2.3M premiums / 734 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Long-term disability$382K
  • Other$224K
  • Vision$222K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITED HEALTHCARE INSURANCE COMPANY83%
  • STANDARD INSURANCE COMPANY17%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • USI INSURANCE SERVICES LLC65%
  • HOLMES MURPHY & ASSOCIATES18%
  • HODGES-MACE BENEFITS GRP INC15%
  • MWAGIA INC2%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $57K5 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$2.3M
Covered lives734
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$2.3M7342024
Retirement plans
Welfare plans
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