Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMBERT, INC.
EIN 42-0670188logistics and supply chainLatest filing 2025
Plans
4
Retirement
3
$29.0M assets
Welfare
1
$578K premiums
Participants
424
316 EAST 7TH STREET N - NEWTON, IA 50208641-791-2115thombert.comLinkedIn51-200 employeeslogistics and supply chain
Retirement portfolio analytics
3 plans aggregated / $29.0M assets / 292 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $578K premiums / 131 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$563K
- Other$15K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- HCC LIFE INSURANCE COMPANY97%
- UNITED HEALTHCARE INSURANCE COMPANY3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THOMBERT PROFIT SHARING PLAN
401k
Assets$19.1M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THOMBERT, INC. BARGAINING UNIT EMPLOYEES' RETIREMENT INCOME PLAN
401k
Assets$5.7M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMBERT, INC. BARGAINING UNIT EMPLOYEES' RETIREMENT INCOME PLAN
TraditionalDB
Assets$4.2M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MEDICAL, DENTAL & VISION PLAN
Mixed - TOKIO MARINE
Premiums$578K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THOMBERT PROFIT SHARING PLAN | 401k | $19.1M | 142 | 2025 | |
| 003 | THOMBERT, INC. BARGAINING UNIT EMPLOYEES' RETIREMENT INCOME PLAN | 401k | $5.7M | 84 | 2025 | |
| 002 | THOMBERT, INC. BARGAINING UNIT EMPLOYEES' RETIREMENT INCOME PLAN | TraditionalDB | $4.2M | 66 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MEDICAL, DENTAL & VISION PLAN | Mixed | TOKIO MARINE | $578K | 131 | 2025 |
Retirement plans
Welfare plans