Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IEWC CORP.
EIN 39-0987362wholesaleLatest filing 2024
Plans
3
Retirement
2
$280.2M assets
Welfare
1
$844K premiums
Participants
1,252
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $280.2M assets / 856 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $844K premiums / 659 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$586K
- Other$154K
- Life$111K
- Long-term disability$65K
- Vision$39K
Carrier market share
Premium dollars by Schedule A carrier
69%top
- BLUE CROSS OF CALIFORNIA69%
- UNITED OF OMAHA LIFE INSURANCE COMPANY26%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IEWC CORP. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$246.5M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IEWC CORP. 401(K) PLAN
401k
Assets$33.7M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IEWC CORP WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF WISCONSIN
Premiums$844K
Covered lives659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IEWC CORP. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $246.5M | 370 | 2024 | |
| 002 | IEWC CORP. 401(K) PLAN | 401k | $33.7M | 486 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IEWC CORP WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF WISCONSIN | $844K | 659 | 2024 |
Retirement plans
Welfare plans