PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRIMARK CORPORATION
Sponsor portfolioTH

TRIMARK CORPORATION

EIN 42-1327045-mechanical or industrial engineering-Latest filing 2024
Plans
3
Retirement
2
$73.7M assets
Welfare
1
$4.9M premiums
Participants
1,105
500 BAILEY AVENUE, PO BOX 350 - NEW HAMPTON, IA 50659641-394-3188trimarkcorp.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001ESOP-$48.4M - 352 part#002401k-$25.3M - 435 part#501Fully Insured-$4.9M - 446 lives

Retirement portfolio analytics

2 plans aggregated / $73.7M assets / 787 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#001)66%
  • 401K RETIREMENT PLAN (#002)34%
Total $73.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#002)435
  • EMPLOYEE STOCK OWNERSHIP (#001)352
Total 787Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Life$353K
  • Other$243K
  • Dental$215K
  • Long-term disability$86K
  • Vision$44K
Total $4.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • STANDARD INSURANCE COMPANY3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • +1 more
Total $4.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • PEDERSEN DOWIE CLABBY & MCCAUSLAND51%
  • UNITED OF OMAHA LIFE INSURANCE CO20%
  • PEDERSON DOWIE CLABBY & MCCAUSLAND17%
  • GROUP BENEFITS DESIGN CORPORATION9%
  • GALLAGHER BENEFIT SERVICES, INC.3%
Total $70K5 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

TRIMARK CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$48.4M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRIMARK CORPORATION 401K RETIREMENT PLAN

401k

Assets$25.3M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRIMARK CORPORATION LONG-TERM DISABILITY, HEALTH & LIFE INS

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$4.9M
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRIMARK CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$48.4M3522024
002TRIMARK CORPORATION 401K RETIREMENT PLAN401k$25.3M4352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRIMARK CORPORATION LONG-TERM DISABILITY, HEALTH & LIFE INSFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$4.9M4462024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica