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Sponsor portfolio

MORGAN SERVICES, INC.

EIN 36-2904675-textiles-Latest filing 2024
Plans
3
Retirement
2
$33.4M assets
Welfare
1
$313K premiums
Participants
1,103
323 N. MICHIGAN AVENUE - CHICAGO, IL 60601312-346-3181morganservices.comLinkedIn501-1000 employeestextiles
Plans on this EIN
3 filings
#040401k-$32.8M - 728 part#030TraditionalDB-$621K - 0 part#501Mixed-$313K - 1,007 lives

Retirement portfolio analytics

2 plans aggregated / $33.4M assets / 728 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SAVINGS PLUS PLAN (#040)98%
  • INC. RETIREMENT PLAN (#030)2%
Total $33.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLUS PLAN (#040)728
Total 728Click row to drill in

Benefits portfolio analytics

1 plan / $313K premiums / 1,007 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$276K
  • Short-term disability$276K
  • Long-term disability$276K
  • Other$276K
  • Vision$36K
Total $313K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • DEARBORN LIFE INSURANCE COMPANY88%
  • EYEMED VISION CARE12%
  • HARTFORD LIFE AND ACCIDENT0%
Total $313K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#040

MORGAN SERVICES, INC. SAVINGS PLUS PLAN

401k

Assets$32.8M
Participants728
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

MORGAN SERVICES, INC. RETIREMENT PLAN

TraditionalDB

Assets$621K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGAN SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$313K
Covered lives1,007
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
040MORGAN SERVICES, INC. SAVINGS PLUS PLAN401k$32.8M7282024
030MORGAN SERVICES, INC. RETIREMENT PLANTraditionalDB$621K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGAN SERVICES, INC. EMPLOYEE BENEFIT PLANMixedDEARBORN LIFE INSURANCE COMPANY$313K1,0072024
Retirement plans
Welfare plans
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