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  2. MCCOY GROUP, INC.
Sponsor portfolio

MCCOY GROUP, INC.

EIN 39-1428371-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$266.7M assets
Welfare
1
$1.9M premiums
Participants
8,365
2099 SOUTHPARK COURT - DUBUQUE, IA 520038095563-556-3773mccoygroup.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$266.7M - 4,747 part#501Mixed-$1.9M - 3,600 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 3,600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
Total $1.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $1.9M1 slice

Broker market share

Schedule A broker compensation

Split broker
76%top
  • THE VOGT GROUP76%
  • GROUP SOLUTIONS LLC24%
Total $236K2 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

MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$266.7M
Participants4,747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCOY GROUP INC. EMPLOYEE HEALTH CARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives3,600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN401k$266.7M4,7472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCOY GROUP INC. EMPLOYEE HEALTH CARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.9M3,6002024
Retirement plans
Welfare plans
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