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  2. THOUVENOT, WADE & MOERCHEN, INC.
Sponsor portfolio

THOUVENOT, WADE & MOERCHEN, INC.

EIN 37-1042595-Latest filing 2025
Plans
3
Retirement
2
$68.2M assets
Welfare
1
$250K premiums
Participants
509
4940 OLD COLLINSVILLE ROAD - SWANSEA, IL 62226618-624-4488
Plans on this EIN
3 filings
#002ESOP-$42.7M - 149 part#001401k-$25.4M - 189 part#503Fully Insured-$250K - 270 lives

Retirement portfolio analytics

2 plans aggregated / $68.2M assets / 338 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • / TAC 401(K) (#001)37%
Total $68.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • / TAC 401(K) (#001)189
  • EMPLOYEE STOCK OWNERSHIP (#002)149
Total 338Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA56%
  • STARMOUNT LIFE INSURANCE COMPANY36%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $250K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • GIS BENEFITS INC34%
  • ENROLLEASE1%
Total $48K3 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

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

ESOP

Assets$42.7M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TWM / TAC 401(K) PLAN

401k

Assets$25.4M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

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

Fully Insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$250K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THOUVENOT, WADE, MOERCHEN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$42.7M1492024
001TWM / TAC 401(K) PLAN401k$25.4M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THOUVENOT, WADE & MOERCHEN, INC. LIFE AND DISABILITY PLAN.Fully InsuredSTARMOUNT LIFE INSURANCE COMPANY$250K2702025
Retirement plans
Welfare plans
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