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  2. MONROE TRUCK EQUIPMENT, INC
Sponsor portfolio

MONROE TRUCK EQUIPMENT, INC

EIN 39-1133073-Latest filing 2025
Plans
2
Retirement
1
$54.7M assets
Welfare
1
$1.3M premiums
Participants
1,802
1051 WEST 7TH ST - MONROE, WI 53566947-233-9016LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$54.7M - 1,128 part#501Mixed-$1.3M - 917 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 917 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$825K
  • Health$776K
  • Life$458K
  • Long-term disability$458K
  • Prescription drug$367K
  • Vision$74K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA35%
  • PRIORITY HEALTH31%
  • BLUE CROSS OF CALIFORNIA28%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • MARK A HARRELL10%
Total $63K2 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

MONROE TRUCK EQUIPMENT, INC. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$54.7M
Participants1,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONROE TRUCK EQUIPMENT, INC. LIFE & HEALTH INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONROE TRUCK EQUIPMENT, INC. PROFIT SHARING AND SAVINGS PLAN401k$54.7M1,1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONROE TRUCK EQUIPMENT, INC. LIFE & HEALTH INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M9172025
Retirement plans
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