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Sponsor portfolio

MOBOTREX

EIN 36-2656899-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$2.3M premiums
Participants
418
109 WEST 55TH STREET - DAVENPORT, IA 52806563-328-4481mobotrex.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$13.3M - 243 part#502Mixed-$2.3M - 186 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Dental$88K
  • Other$71K
  • Short-term disability$59K
  • Life$50K
  • Long-term disability$26K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • ZACH CORPORATION56%
  • PEDERSEN DOWIE CLABBY & MCCAUSLAND36%
  • GALLAGHER BENEFIT SERVICES, INC.6%
  • PEDERSENM DOWIE CLABBY & MCCAUSLAND2%
Total $90K4 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

MOBOTREX, LLC 401(K) PLAN

401k

Assets$13.3M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MOBOTREX EMPLOYEE BENEFITS PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.3M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOBOTREX, LLC 401(K) PLAN401k$13.3M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MOBOTREX EMPLOYEE BENEFITS PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.3M1862025
Retirement plans
Welfare plans
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