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  2. M. A. MORTENSON COMPANY
Sponsor portfolioTH

M. A. MORTENSON COMPANY

EIN 41-0740923-Construction-Latest filing 2024
Plans
3
Retirement
2
$865.3M assets
Welfare
1
$5.8M premiums
Participants
14,574
P.O. BOX 710 - MINNEAPOLIS, MN 554400710763-522-2100
Plans on this EIN
3 filings
#001401k-$826.6M - 4,434 part#002401k-$38.7M - 5,626 part#501Mixed-$5.8M - 17,630 lives

Retirement portfolio analytics

2 plans aggregated / $865.3M assets / 10,060 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PLAN AND TRUST (#001)96%
  • FOR TRADE EMPLOYEES (#002)4%
Total $865.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR TRADE EMPLOYEES (#002)5,626
  • PLAN AND TRUST (#001)4,434
Total 10,060Click row to drill in

Benefits portfolio analytics

1 plan / $5.8M premiums / 17,630 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.1M
  • Stop-loss$2.0M
  • Other$953K
  • Long-term disability$818K
Total $5.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • SECURIAN LIFE INSURANCE COMPANY36%
  • UNIMERICA INSURANCE COMPANY34%
  • SPRING HEALTH16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA14%
Total $5.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $350K1 slice

Plan deep-dives

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

M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$826.6M
Participants4,434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES

401k

Assets$38.7M
Participants5,626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M. A. MORTENSON GROUP HEALTH INSURANCE PLAN

Mixed - UNIMERICA INSURANCE COMPANY

Premiums$5.8M
Covered lives17,630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST401k$826.6M4,4342024
002M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES401k$38.7M5,6262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M. A. MORTENSON GROUP HEALTH INSURANCE PLANMixedUNIMERICA INSURANCE COMPANY$5.8M17,6302024
Retirement plans
Welfare plans
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