Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MALCO TOOLS, INC.
EIN 41-0876482wholesaleLatest filing 2024
Plans
3
Retirement
2
$208.7M assets
Welfare
1
$2.1M premiums
Participants
595
14080 STATE HWY 55 NW - ANNANDALE, MN 553023457320-274-8246malcoproducts.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $208.7M assets / 433 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 226 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Life$43K
- Long-term disability$31K
- Other$7K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MALCO PRODUCTS SBC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$187.3M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MALCO TOOLS, INC. 401(K) PLAN
401k
Assets$21.4M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
MALCO TOOLS, INC. FLEXCOMP PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MALCO PRODUCTS SBC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $187.3M | 240 | 2024 | |
| 002 | MALCO TOOLS, INC. 401(K) PLAN | 401k | $21.4M | 193 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | MALCO TOOLS, INC. FLEXCOMP PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $2.1M | 226 | 2024 |
Retirement plans
Welfare plans