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Sponsor portfolio

MORLEY-MURPHY COMPANY

EIN 39-0490700-construction-Latest filing 2025
Plans
3
Retirement
2
$13.0M assets
Welfare
1
$164K premiums
Participants
334
200 S WASHINGTON STREET, SUITE 305 - GREEN BAY, WI 54301920-499-1151LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#003401k-$12.2M - 160 part#001TraditionalDB-$717K - 26 part#501Mixed-$164K - 148 lives

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 186 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • MORLEY-MURPHY COMPANY Savings (#003)94%
  • MORLEY-MURPHY COMPANY PENSION (#001)6%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORLEY-MURPHY COMPANY Savings (#003)160
  • MORLEY-MURPHY COMPANY PENSION (#001)26
Total 186Click row to drill in

Benefits portfolio analytics

1 plan / $164K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$47K
  • Dental$42K
  • Long-term disability$34K
  • Life$33K
  • Short-term disability$32K
  • Vision$9K
Total $164K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY69%
  • DELTA DENTAL OF CALIFORNIA26%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $164K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HUB INTERNATIONAL MIDWEST LIMITED89%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
Total $29K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MORLEY-MURPHY COMPANY SAVINGS PLAN

401k

Assets$12.2M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MORLEY-MURPHY COMPANY PENSION PLAN

TraditionalDB

Assets$717K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORLEY-MURPHY COMPANY BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$164K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MORLEY-MURPHY COMPANY SAVINGS PLAN401k$12.2M1602024
001MORLEY-MURPHY COMPANY PENSION PLANTraditionalDB$717K262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORLEY-MURPHY COMPANY BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$164K1482025
Retirement plans
Welfare plans
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