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  2. MERIDIAN INDUSTRIES, INC.
Sponsor portfolioTH

MERIDIAN INDUSTRIES, INC.

EIN 39-0732985-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$98.5M assets
Welfare
1
$1.9M premiums
Participants
2,742
735 N. WATER STREET, SUITE 630 - MILWAUKEE, WI 53202414-223-7550meridiancompanies.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filings
#005401k-$94.8M - 1,458 part#006TraditionalDB-$3.7M - 93 part#501Fully Insured-$1.9M - 1,190 lives

Retirement portfolio analytics

2 plans aggregated / $98.5M assets / 1,551 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • INC. RETIREMENT PLAN (#005)96%
  • UNION RETIREMENT PLAN (#006)4%
Total $98.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY96%
  • (Not disclosed)4%
Total $98.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#005)1,458
  • UNION RETIREMENT PLAN (#006)93
Total 1,551Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Short-term disability$559K
  • Life$557K
  • Long-term disability$490K
  • Other$490K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SUMMACARE64%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • NGL2%
  • EYEMED VISION CARE0%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • BARRETT BENEFITS GROUP59%
  • BROWN & BROWN INSURANCE SERVICES29%
  • WATCHTOWER TECHNOLOGIES INC11%
  • CUSTOM BENEFIT PROGRAMS INC1%
  • HAYS COMPANIES, INC.0%
Total $66K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN

401k

Assets$94.8M
Participants1,458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

MERIDIAN INDUSTRIES HOURLY UNION RETIREMENT PLAN

TraditionalDB

Assets$3.7M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERIDIAN INDUSTRIES, INC GROUP WELFARE AND FRINGE BENEFITS PLAN

Fully Insured - SUMMACARE

Premiums$1.9M
Covered lives1,190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN401k$94.8M1,4582025
006MERIDIAN INDUSTRIES HOURLY UNION RETIREMENT PLANTraditionalDB$3.7M932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERIDIAN INDUSTRIES, INC GROUP WELFARE AND FRINGE BENEFITS PLANFully InsuredSUMMACARE$1.9M1,1902025
Retirement plans
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