Plan	Name	Funding	Carrier	Premiums	Covered	Latest year
#504	MORRISON BROTHERS COMPANY GROUP HEALTH AND WELFARE PLAN	Fully insured	WELLMARK, INC	$1.5M	132	2025
#003	MORRISON BROTHERS EMPLOYEES' 401(K) PLAN	Self-funded	-	$0	0	2025

MORRISON BROTHERS COMPANY GROUP HEALTH AND WELFARE PLAN$1.5M
#504 · Fully insured · WELLMARK, INC · 2025132
MORRISON BROTHERS EMPLOYEES' 401(K) PLAN$0
#003 · Self-funded · 20250

Retirement plans

Health & Benefits plans

Filings through Oct 24, 2026.

Morrison Brothers Company

EIN 42-0425010oil & energyLatest filing 2025

Plans

Retirement

$18.3M assets

Health & Benefits

$1.5M premiums

Participants

371

570 EAST 7TH STREET - DUBUQUE, IA 52001563-583-5701morbros.comLinkedIn51-200 employeesoil & energy

Plans on this EIN

4 filings

#003401(k)-$16.9M - 117 part #002401(k)-$1.4M - 36 part #504Fully insured-$1.5M - 132 lives #003Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $18.3M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

BROTHERS EMPLOYEES' 401(K) (#003)$16.9M
BROTHERS COMPANY 401(K) (#002)$1.4M

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

2 plans / $1.5M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.5M
Dental$15K
Life$6K
Long-term disability$3K
Vision$2K

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

MORRISON BROTHERS EMPLOYEES' 401(K) PLAN

401(k)

Assets$16.9M

Participants117

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#002