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Sponsor portfolio

MSA PROFESSIONAL SERVICES, INC.

EIN 39-1016174-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$154.8M assets
Welfare
1
$255K premiums
Participants
1,678
1230 S BLVD - BARABOO, WI 53913608-356-2771msa-ps.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$91.4M - 625 part#002ESOP-$63.4M - 502 part#501Mixed-$255K - 798 lives

Retirement portfolio analytics

2 plans aggregated / $154.8M assets / 1,127 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • SERVICES, INC. Savings (#001)59%
  • EMPLOYEE STOCK OWNERSHIP (#002)41%
Total $154.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. Savings (#001)625
  • EMPLOYEE STOCK OWNERSHIP (#002)502
Total 1,127Click row to drill in

Benefits portfolio analytics

1 plan / $255K premiums / 798 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$210K
  • Long-term disability$59K
  • Life$44K
Total $255K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA52%
  • UNITED HEALTHCARE INSURANCE COMPANY20%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
  • LIFESECURE INSURANCE COMPANY13%
Total $255K4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • COTTINGHAM & BUTLER63%
  • M3 INSURANCE SOLUTIONS INC32%
  • SENIOR COMMISSION FUNDING LLC5%
  • ACSIA LONG TERM CARE INC0%
Total $32K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN

401k

Assets$91.4M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MSA PROFESSIONAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$63.4M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MSA PROFESSIONAL SERVICES INC. EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$255K
Covered lives798
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN401k$91.4M6252024
002MSA PROFESSIONAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$63.4M5022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MSA PROFESSIONAL SERVICES INC. EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$255K7982025
Retirement plans
Welfare plans
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