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  2. MARTIN & BAYLEY, INC.
Sponsor portfolio

MARTIN & BAYLEY, INC.

EIN 37-0948752-retail-Latest filing 2025
Plans
3
Retirement
2
$166.6M assets
Welfare
1
$1.6M premiums
Participants
4,713
1311A WEST MAIN STREET - CARMI, IL 62821618-382-2334medfieldtech.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#002ESOP-$158.4M - 1,104 part#003401k-$8.2M - 2,669 part#503Mixed-$1.6M - 940 lives

Retirement portfolio analytics

2 plans aggregated / $166.6M assets / 3,773 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PLAN AND TRUST (#002)95%
  • BAYLEY, INC. 401(K) (#003)5%
Total $166.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • (Not disclosed)95%
  • ADP BROKER-DEALER5%
Total $166.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAYLEY, INC. 401(K) (#003)2,669
  • PLAN AND TRUST (#002)1,104
Total 3,773Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 940 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Life$397K
  • Other$87K
  • Long-term disability$51K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HCC LIFE INSURANCE COMPANY72%
  • AFLAC14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ASSUREDPARTNERS55%
  • BRIAN W PATTEN8%
  • MS BENEFITS7%
  • DANIEL C HARRIS6%
  • SUZANNE MCFARLAND3%
  • +3 more
Total $146K8 slices

Plan deep-dives

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

MARTIN & BAYLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$158.4M
Participants1,104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARTIN & BAYLEY, INC. 401(K) PLAN

401k

Assets$8.2M
Participants2,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MARTIN & BAYLEY ASSOCIATES HEALTH CARE PLAN

Mixed - TOKIO MARINE

Premiums$1.6M
Covered lives940
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARTIN & BAYLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$158.4M1,1042025
003MARTIN & BAYLEY, INC. 401(K) PLAN401k$8.2M2,6692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MARTIN & BAYLEY ASSOCIATES HEALTH CARE PLANMixedTOKIO MARINE$1.6M9402024
Retirement plans
Welfare plans
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