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  2. ANNETT HOLDINGS, INC.
Sponsor portfolioTH

ANNETT HOLDINGS, INC.

EIN 42-1292482-transportation/trucking/railroad-Latest filing 2024
Plans
3
Retirement
2
$518.4M assets
Welfare
1
$1.5M premiums
Participants
16,315
6115 SW LELAND AVE. - DES MOINES, IA 50321515-287-6380LinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#002ESOP-$418.6M - 4,646 part#001401k-$99.9M - 5,801 part#501Mixed-$1.5M - 4,203 lives

Retirement portfolio analytics

2 plans aggregated / $518.4M assets / 10,447 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN & TRUST (#002)81%
  • PROFIT SHARING PLAN (#001)19%
Total $518.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5,801
  • PLAN & TRUST (#002)4,646
Total 10,447Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 4,203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Other$1.2M
  • Health$334K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • GALLAGHER BENEFIT SERVICES, INC.21%
Total $221K2 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

ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$418.6M
Participants4,646
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANNETT HOLDINGS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k

Assets$99.9M
Participants5,801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TMC TRANSPORTATION, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives4,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$418.6M4,6462024
001ANNETT HOLDINGS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN401k$99.9M5,8012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TMC TRANSPORTATION, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M4,2032024
Retirement plans
Welfare plans
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