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Sponsor portfolio

THEISEN SUPPLY, INC.

EIN 42-1286174-retail-Latest filing 2024
Plans
6
Retirement
1
$17.9M assets
Welfare
5
$3.4M premiums
Participants
1,076
6201 CHAVENELLE ROAD - DUBUQUE, IA 52002563-556-4738theisensupply.comLinkedIn51-200 employeesretail
Plans on this EIN
6 filings
#001401k-$17.9M - 1,076 part#502Fully Insured-$3.0M - 411 lives#501Fully Insured-$266K - 292 lives#504Fully Insured-$77K - 401 lives#505Fully Insured-$26K - 391 lives#503Fully Insured-$23K - 401 lives

Benefits portfolio analytics

5 plans / $3.4M premiums / 1,896 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$137K
  • Short-term disability$129K
  • Life$77K
  • Other$77K
  • Vision$26K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MEDICAL ASSOCIATES HEALTH PLANS88%
  • DELTA DENTAL OF CALIFORNIA4%
  • PREFERRED HEALTH CHOICES LLC4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ASSUREDPARTNERS86%
  • HOLMES MURPHY & ASSOCIATES14%
Total $23K2 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

THEISEN'S ASSOCIATES 401(K) PLAN

401k

Assets$17.9M
Participants1,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THEISEN'S MEDICAL PLAN

Fully Insured - MEDICAL ASSOCIATES

Premiums$3.0M
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THEISEN SUPPLY, INC DENTAL AND TEMPORARY DISABILITY INCOME PLAN

Fully Insured - DELTA DENTAL OF IOWA

Premiums$266K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THEISEN SUPPLY, INC EMPLOYEE GROUP TERM LIFE INSURANCE & AD&D PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$77K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

THEISEN SUPPLY, INC VISION BENEFIT PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO.

Premiums$26K
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THEISEN SUPPLY, INC EMPLOYEE LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$23K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THEISEN'S ASSOCIATES 401(K) PLAN401k$17.9M1,0762024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THEISEN'S MEDICAL PLANFully InsuredMEDICAL ASSOCIATES$3.0M4112024
501THEISEN SUPPLY, INC DENTAL AND TEMPORARY DISABILITY INCOME PLANFully InsuredDELTA DENTAL OF IOWA$266K2922024
504THEISEN SUPPLY, INC EMPLOYEE GROUP TERM LIFE INSURANCE & AD&D PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$77K4012024
505THEISEN SUPPLY, INC VISION BENEFIT PLANFully InsuredEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO.$26K3912024
503THEISEN SUPPLY, INC EMPLOYEE LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$23K4012024
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