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  2. Martin & Bayley, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Martin & Bayley, Inc.

EIN 37-0948752-retail-Latest filing 2025
Plans
3
Retirement
2
$166.6M assets
Health & Benefits
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#003401(k)-$8.2M - 2,669 part#503Mixed-$1.6M - 940 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#002)$158.4M
  • BAYLEY, INC. 401(K) (#003)$8.2M
Total $166.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$158.4M
  • ADP BROKER-DEALER$8.2M
Total $166.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BAYLEY, INC. 401(K) (#003)2,669
  • PLAN AND TRUST (#002)1,104
Total 3,773Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

ESOP

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

MARTIN & BAYLEY, INC. 401(K) PLAN

401(k)

Assets$8.2M
Participants2,669
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

MARTIN & BAYLEY ASSOCIATES HEALTH CARE PLAN

Mixed - TOKIO MARINE

Premiums$1.6M
Covered lives940
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MARTIN & BAYLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$158.4M1,1042025
#003MARTIN & BAYLEY, INC. 401(K) PLAN401(k)$8.2M2,6692025
  • MARTIN & BAYLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$158.4M
    #002 · ESOP · 20251,104
  • MARTIN & BAYLEY, INC. 401(K) PLAN$8.2M
    #003 · 401(k) · 20252,669

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503MARTIN & BAYLEY ASSOCIATES HEALTH CARE PLANMixedTOKIO MARINE$1.6M9402024
  • MARTIN & BAYLEY ASSOCIATES HEALTH CARE PLAN$1.6M
    #503 · Mixed · TOKIO MARINE · 2024940
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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