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Sponsor portfolioTH

STOREY KENWORTHY COMPANY

EIN 42-0549150-business supplies and equipment-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$610K premiums
Participants
434
309 LOCUST ST - DES MOINES, IA 503091723515-661-6941storeykenworthy.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$34.3M - 243 part#502Mixed-$610K - 161 lives

Benefits portfolio analytics

1 plan / $610K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$483K
  • Other$40K
  • Life$26K
  • Long-term disability$24K
  • Short-term disability$24K
  • Vision$13K
Total $610K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HCC LIFE INSURANCE COMPANY82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
  • VERATRUS BENEFIT SOLUTIONS2%
  • DELTA DENTAL OF CALIFORNIA0%
Total $610K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STOREY-KENWORTHY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$34.3M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STOREY KENWORTHY EMPLOYEE BENEFIT PLAN

Mixed - TOKIO MARINE

Premiums$610K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STOREY-KENWORTHY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST401k$34.3M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STOREY KENWORTHY EMPLOYEE BENEFIT PLANMixedTOKIO MARINE$610K1612025
Retirement plans
Welfare plans
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