PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EASTERN STAR MASONIC HOME
Sponsor portfolio

EASTERN STAR MASONIC HOME

EIN 42-0680363-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$2.7M assets
Welfare
1
$751K premiums
Participants
612
715 WEST THIRD - BOONE, IA 50036515-709-4398iowaoeshome.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#003403b-$1.7M - 236 part#002MoneyPurchase-$971K - 236 part#502Fully Insured-$751K - 115 lives

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 472 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFERRED ANNUITY PLAN (#003)64%
  • HOME EMPLOYEES PENSION (#002)36%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#003)236
  • HOME EMPLOYEES PENSION (#002)236
Total 472Click row to drill in

Benefits portfolio analytics

1 plan / $751K premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$673K
  • Dental$33K
  • Short-term disability$22K
  • Other$18K
  • Vision$9K
  • Life$8K
  • +1 more
Total $751K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • STANDARD INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $751K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • TRUENORTH COMPANIES LC97%
  • WELLMARK INC3%
Total $11K2 slices

Plan deep-dives

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

EASTERN STAR MASONIC HOME TAX DEFERRED ANNUITY PLAN

403b

Assets$1.7M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EASTERN STAR MASONIC HOME EMPLOYEES PENSION PLAN

MoneyPurchase

Assets$971K
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EASTERN STAR MASONIC HOME HEALTH & WELFARE BENEFIT PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$751K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EASTERN STAR MASONIC HOME TAX DEFERRED ANNUITY PLAN403b$1.7M2362024
002EASTERN STAR MASONIC HOME EMPLOYEES PENSION PLANMoneyPurchase$971K2362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EASTERN STAR MASONIC HOME HEALTH & WELFARE BENEFIT PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$751K1152025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica