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Sponsor portfolioTH

AY MCDONALD INDUSTRIES INC

EIN 42-0404280-Latest filing 2025
Plans
2
Retirement
1
$129.3M assets
Welfare
1
$1.3M premiums
Participants
3,065
4800 CHAVENELLE ROAD - DUBUQUE, IA 52002563-583-7311
Plans on this EIN
2 filings
#005401k-$129.3M - 1,616 part#502Mixed-$1.3M - 1,454 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$784K
  • Long-term disability$784K
  • Vision$119K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • STANDARD INSURANCE COMPANY61%
  • RELIASTAR LIFE INSURANCE COMPANY30%
  • VERATRUS BENEFIT SOLUTIONS9%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • COTTINGHAM & BUTLER97%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
Total $172K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

A. Y. MCDONALD INDUSTRIES, INC. 401(K) PLAN

401k

Assets$129.3M
Participants1,616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

A. Y. MCDONALD MFG. CO. WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.3M
Covered lives1,454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005A. Y. MCDONALD INDUSTRIES, INC. 401(K) PLAN401k$129.3M1,6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502A. Y. MCDONALD MFG. CO. WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$1.3M1,4542025
Retirement plans
Welfare plans
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