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Sponsor portfolioTH

MIDWEST WHEEL COMPANIES, INC.

EIN 42-0842439-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$29.1M assets
Welfare
1
$2.3M premiums
Participants
984
1436 E OVID AVE - DES MOINES, IA 503161323515-265-1491midwestwheel.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$17.0M - 329 part#002ESOP-$12.2M - 455 part#501Fully Insured-$2.3M - 363 lives

Retirement portfolio analytics

2 plans aggregated / $29.1M assets / 784 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#002)42%
Total $29.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)455
  • PROFIT SHARING PLAN (#001)329
Total 784Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Other$129K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • Vision$20K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRINCIPAL6%
  • VERATRUS BENEFIT SOLUTIONS1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HOLMES MURPHY & ASSOCIATES94%
  • STEVE BLAKE UTSLER5%
  • AP BENEFIT ADVISORS, LLC1%
Total $93K3 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

MIDWEST WHEEL COMPANIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$17.0M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIDWEST WHEEL COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.2M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIDWEST WHEEL COMPANIES HEALTH & WELFARE PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.3M
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDWEST WHEEL COMPANIES, INC. 401(K) PROFIT SHARING PLAN401k$17.0M3292025
002MIDWEST WHEEL COMPANIES EMPLOYEE STOCK OWNERSHIP PLANESOP$12.2M4552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIDWEST WHEEL COMPANIES HEALTH & WELFARE PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.3M3632025
Retirement plans
Welfare plans
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