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  2. Thouvenot, Wade & Moerchen, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Thouvenot, Wade & Moerchen, Inc.

EIN 37-1042595-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$79.5M assets
Health & Benefits
1
$250K premiums
Participants
530
4940 OLD COLLINSVILLE ROAD - SWANSEA, IL 622262001618-624-4488
Plans on this EIN
3 filings
#002ESOP-$49.6M - 161 part#001401(k)-$29.9M - 198 part#503Fully insured-$250K - 270 lives

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

Retirement portfolio analytics

2 plans aggregated / $79.5M assets / 359 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$49.6M
  • / TAC 401(K) (#001)$29.9M
Total $79.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • / TAC 401(K) (#001)198
  • EMPLOYEE STOCK OWNERSHIP (#002)161
Total 359Select a row to open it

Benefits portfolio analytics

1 plan / $250K premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$105K
  • Dental$91K
  • Other$80K
  • Long-term disability$69K
  • Short-term disability$24K
  • Vision$19K
Total $250K6 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

THOUVENOT, WADE, MOERCHEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$49.6M
Participants161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TWM / TAC 401(K) PLAN

401(k)

Assets$29.9M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THOUVENOT, WADE & MOERCHEN, INC. LIFE AND DISABILITY PLAN.

Fully insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$250K
Covered lives270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THOUVENOT, WADE, MOERCHEN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$49.6M1612025
#001TWM / TAC 401(K) PLAN401(k)$29.9M1982025
  • THOUVENOT, WADE, MOERCHEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN$49.6M
    #002 · ESOP · 2025161
  • TWM / TAC 401(K) PLAN$29.9M
    #001 · 401(k) · 2025198

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THOUVENOT, WADE & MOERCHEN, INC. LIFE AND DISABILITY PLAN.Fully insuredSTARMOUNT LIFE INSURANCE COMPANY$250K2702025
  • THOUVENOT, WADE & MOERCHEN, INC. LIFE AND DISABILITY PLAN.$250K
    #503 · Fully insured · STARMOUNT LIFE INSURANCE COMPANY · 2025270
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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