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Sponsor portfolio

PANAMA TRANSFER, INC.

EIN 42-0921056-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$339K premiums
Participants
537
600 LASALLE AVE - PANAMA, IA 51562800-432-9405panamatransfer.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$21.8M - 296 part#501Mixed-$339K - 260 lives

Benefits portfolio analytics

1 plan / $339K premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$252K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
  • Dental$87K
  • Vision$87K
Total $339K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SYMETRA LIFE INSURANCE COMPANY64%
  • SUN LIFE ASSURANCE COMPANY OF CANADA26%
  • QBE INSURANCE10%
Total $339K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • COTTINGHAM & BUTLER94%
  • NATIONAL ENROLLMENT PARTNERS GENERA6%
Total $67K2 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

PANAMA TRANSFER PROFIT SHARING PLAN

401k

Assets$21.8M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANAMA TRANSFER, INC FLEXIBLE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$339K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANAMA TRANSFER PROFIT SHARING PLAN401k$21.8M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANAMA TRANSFER, INC FLEXIBLE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$339K2602025
Retirement plans
Welfare plans
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