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  2. MORTON BUILDINGS, INC.
Sponsor portfolioTH

MORTON BUILDINGS, INC.

EIN 37-0347310-construction-Latest filing 2024
Plans
3
Retirement
2
$481.6M assets
Welfare
1
$2.3M premiums
Participants
7,425
252 WEST ADAMS - MORTON, IL 61550309-263-7474mortonbuildings.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$270.4M - 2,087 part#001ESOP-$211.2M - 2,087 part#502Mixed-$2.3M - 2,951 lives

Retirement portfolio analytics

2 plans aggregated / $481.6M assets / 4,174 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE STOCK OWNERSHIP (#002)56%
  • 401(K) AND ESOP (#001)44%
Total $481.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • THE VANGUARD GROUP, INC.44%
Total $481.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)2,087
  • 401(K) AND ESOP (#001)2,087
Total 4,174Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 2,951 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$705K
  • Short-term disability$699K
  • Long-term disability$329K
  • Vision$159K
  • Dental$68K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA3%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $544K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MORTON BUILDINGS, INC. LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$270.4M
Participants2,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MORTON BUILDINGS, INC. 401(K) AND ESOP

ESOP

Assets$211.2M
Participants2,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE HEALTH & WELFARE PLAN FOR EMPLOYEES OF MORTON BUILDING INC.

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives2,951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MORTON BUILDINGS, INC. LEVERAGED EMPLOYEE STOCK OWNERSHIP PLANESOP$270.4M2,0872024
001MORTON BUILDINGS, INC. 401(K) AND ESOPESOP$211.2M2,0872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE HEALTH & WELFARE PLAN FOR EMPLOYEES OF MORTON BUILDING INC.MixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.3M2,9512024
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