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Sponsor portfolio

MUELLER-YURGAE ASSOCIATES, INC.

EIN 42-1034361-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$1.9M premiums
Participants
449
1055 SE 28TH ST - GRIMES, IA 501114958515-457-2215mya-sales.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$20.9M - 252 part#502Mixed-$1.9M - 196 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.6M
  • Other$156K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
  • Dental$92K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ASSUREDPARTNERS100%
  • JERRI J GREGORY0%
  • JOSEPH MICHAEL EVANS0%
  • AMANDA M GRIFFITH0%
  • GRUND BENEFIT ADVISORS LLC0%
Total $69K5 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

MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$20.9M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MUELLER-YURGAE ASSOCIATES, INC EMPLOYEE BENEFITS PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.9M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$20.9M2522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MUELLER-YURGAE ASSOCIATES, INC EMPLOYEE BENEFITS PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$1.9M1962025
Retirement plans
Welfare plans
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