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Sponsor portfolio

DEWILD GRANT RECKERT & ASSOCIATES

EIN 42-0895249-Latest filing 2025
Plans
2
Retirement
1
$100.0M assets
Welfare
1
$3.7M premiums
Participants
375
1302 SOUTH UNION - ROCK RAPIDS, IA 51246712-472-2531
Plans on this EIN
2 filings
#001401k-$100.0M - 204 part#501Fully Insured-$3.7M - 488 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$405K
  • Dental$222K
  • Life$209K
  • Short-term disability$181K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HEALTHPARTNERS INSURANCE COMPANY82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA6%
  • GENWORTH LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • RONALD T STAEBELL10%
Total $78K2 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

DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$100.0M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN

Fully Insured - HEALTHPARTNERS UNITYPOINT HEALTH

Premiums$3.7M
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN401k$100.0M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLANFully InsuredHEALTHPARTNERS UNITYPOINT HEALTH$3.7M4882025
Retirement plans
Welfare plans
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