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Sponsor portfolioTH

MARSHALLTOWN COMPANY

EIN 42-0397040-building materials-Latest filing 2024
Plans
3
Retirement
1
$37.1M assets
Welfare
2
$3.5M premiums
Participants
1,243
104 S 8TH AVE - MARSHALLTOWN, IA 50158641-753-5999marshalltown.comLinkedIn501-1000 employeesbuilding materials
Plans on this EIN
3 filings
#002401k-$37.1M - 690 part#503Self Funded-$3.4M - 506 lives#504Mixed-$140K - 553 lives

Benefits portfolio analytics

2 plans / $3.5M premiums / 1,059 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Stop-loss$3.4M
  • Life$140K
  • Long-term disability$140K
  • Other$140K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • HARTFORD LIFE AND ACCIDENT4%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • TRUENORTH COMPANIES LC87%
  • WATCHTOWER BENEFITS, LLC13%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN

401k

Assets$37.1M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MARSHALLTOWN COMPANY EMPLOYEE BENEFIT TRUST

Self Funded - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$3.4M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MARSHALLTOWN COMPANY GROUP INSURANCE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$140K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN401k$37.1M6902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MARSHALLTOWN COMPANY EMPLOYEE BENEFIT TRUSTSelf FundedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$3.4M5062024
504MARSHALLTOWN COMPANY GROUP INSURANCE PLANMixedHARTFORD LIFE AND ACCIDENT$140K5532024
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