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Sponsor portfolio

CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY INC

EIN 42-1190085-construction-Latest filing 2025
Plans
3
Retirement
2
$66.1M assets
Welfare
1
$432K premiums
Participants
1,483
2453 N COURT ST - OTTUMWA, IA 52501573-693-9564LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$52.1M - 382 part#001401k-$14.0M - 363 part#502Fully Insured-$432K - 738 lives

Retirement portfolio analytics

2 plans aggregated / $66.1M assets / 745 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEE STOCK OWNERSHIP (#002)79%
  • PROFIT SHARING PLAN (#001)21%
Total $66.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)382
  • PROFIT SHARING PLAN (#001)363
Total 745Click row to drill in

Benefits portfolio analytics

1 plan / $432K premiums / 738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$414K
  • Dental$371K
  • Vision$371K
  • Life$371K
  • Short-term disability$371K
  • Long-term disability$371K
  • +1 more
Total $432K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $432K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • KUHLMANN FINANCIAL SERVICES INC.57%
  • GIS BENEFITS INC29%
  • MARK S METTILLE13%
  • MICHAEL GOOLSBY1%
Total $95K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$52.1M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$14.0M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY INC

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$432K
Covered lives738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$52.1M3822024
001CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. 401(K) PROFIT SHARING PLAN401k$14.0M3632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY INCFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$432K7382025
Retirement plans
Welfare plans
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