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Sponsor portfolio

CONTROL INSTALLATIONS OF IOWA, INC.

EIN 42-1201473-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$51.8M assets
Welfare
1
$696K premiums
Participants
417
6200 THORNTON AVE STE 190 - DES MOINES, IA 50321515-558-9399
Plans on this EIN
3 filings
#003ESOP-$42.6M - 165 part#002401k-$9.2M - 129 part#501Fully Insured-$696K - 196 lives

Retirement portfolio analytics

2 plans aggregated / $51.8M assets / 294 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#003)82%
  • CI3 401(K) (#002)18%
Total $51.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)165
  • CI3 401(K) (#002)129
Total 294Click row to drill in

Benefits portfolio analytics

1 plan / $696K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$489K
  • Dental$87K
  • Other$39K
  • Life$36K
  • Vision$23K
  • Long-term disability$22K
  • +1 more
Total $696K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • DELTA DENTAL OF CALIFORNIA13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • +1 more
Total $696K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CI3 EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$42.6M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CI3 401(K) PLAN

401k

Assets$9.2M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONTROL INSTALLATIONS OF IOWA, INC. DBA BASEPOINT BUILDING AUTOMATIONS

Fully Insured - WELLMARK HEALTH PLAN OF IOWA

Premiums$696K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CI3 EMPLOYEE STOCK OWNERSHIP PLANESOP$42.6M1652025
002CI3 401(K) PLAN401k$9.2M1292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONTROL INSTALLATIONS OF IOWA, INC. DBA BASEPOINT BUILDING AUTOMATIONSFully InsuredWELLMARK HEALTH PLAN OF IOWA$696K1962025
Retirement plans
Welfare plans
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