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Sponsor portfolio

MORRISON BROTHERS COMPANY

EIN 42-0425010-oil & energy-Latest filing 2025
Plans
4
Retirement
2
$18.3M assets
Welfare
2
$1.5M premiums
Participants
371
570 EAST 7TH STREET - DUBUQUE, IA 52001563-583-5701morbros.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
4 filings
#003401k-$16.9M - 117 part#002401k-$1.4M - 36 part#504Fully Insured-$1.5M - 132 lives#003Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $18.3M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • BROTHERS EMPLOYEES' 401(K) (#003)92%
  • BROTHERS COMPANY 401(K) (#002)8%
Total $18.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROTHERS EMPLOYEES' 401(K) (#003)117
  • BROTHERS COMPANY 401(K) (#002)36
Total 153Click row to drill in

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
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • MEDICAL ASSOCIATES HEALTH PLANS30%
  • STANDARD INSURANCE COMPANY2%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MORRISON BROTHERS EMPLOYEES' 401(K) PLAN

401k

Assets$16.9M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORRISON BROTHERS COMPANY 401(K) PLAN

401k

Assets$1.4M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MORRISON BROTHERS COMPANY GROUP HEALTH AND WELFARE PLAN

Fully Insured - WELLMARK, INC

Premiums$1.5M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#003

MORRISON BROTHERS EMPLOYEES' 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MORRISON BROTHERS EMPLOYEES' 401(K) PLAN401k$16.9M1172025
002MORRISON BROTHERS COMPANY 401(K) PLAN401k$1.4M362025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MORRISON BROTHERS COMPANY GROUP HEALTH AND WELFARE PLANFully InsuredWELLMARK, INC$1.5M1322025
003MORRISON BROTHERS EMPLOYEES' 401(K) PLANSelf Funded-$002025
Retirement plans
Welfare plans
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