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Sponsor portfolio

HENKEL CONSTRUCTION COMPANY

EIN 42-0654148-construction-Latest filing 2025
Plans
3
Retirement
2
$16.8M assets
Welfare
1
$1.2M premiums
Participants
243
208 E STATE STREET - MASON CITY, IA 50402641-423-5674henkelconstruction.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$12.5M - 35 part#002401k-$4.3M - 97 part#501Fully Insured-$1.2M - 222 lives

Retirement portfolio analytics

2 plans aggregated / $16.8M assets / 132 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • OFFICE EMPLOYEES 401(K) (#001)74%
  • EMPLOYEES' RETIREMENT PLAN (#002)26%
Total $16.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#002)97
  • OFFICE EMPLOYEES 401(K) (#001)35
Total 132Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$77K
  • Dental$39K
  • Life$31K
  • Long-term disability$31K
  • Vision$19K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • ASSURITY LIFE INSURANCE COMPANY4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • TODD BURKE43%
  • FIACH INC.29%
  • NORTH RISK PARTNERS LLC13%
  • THE TODD GROUP9%
  • BUDKE, JOSHUA R4%
  • +1 more
Total $14K6 slices

Plan deep-dives

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

HENKEL CONSTRUCTION COMPANY OFFICE EMPLOYEES 401(K) PLAN

401k

Assets$12.5M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HENKEL CONSTRUCTION COMPANY FIELD EMPLOYEES' RETIREMENT PLAN

401k

Assets$4.3M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HENKEL CONSTRUCTION COMPANY HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.2M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HENKEL CONSTRUCTION COMPANY OFFICE EMPLOYEES 401(K) PLAN401k$12.5M352025
002HENKEL CONSTRUCTION COMPANY FIELD EMPLOYEES' RETIREMENT PLAN401k$4.3M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HENKEL CONSTRUCTION COMPANY HEALTH AND WELFARE BENEFITS PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$1.2M2222025
Retirement plans
Welfare plans
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