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Sponsor portfolio

WEEMS INDUSTRIES, INC.

EIN 42-1364576-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$1.1M premiums
Participants
327
6509 PARTNERS AVE. - MARION, IA 52302319-373-7305legacymfg.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#002401k-$7.8M - 195 part#501Mixed-$1.1M - 134 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$951K
  • Prescription drug$951K
  • Other$105K
  • Life$93K
  • Short-term disability$93K
  • Long-term disability$93K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • CONVENANT WORKPLACE SOLUTIONS0%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • COTTINGHAM & BUTLER51%
  • PEDERSEN DOWIE CLABBY & MCCAUSLAND40%
  • ZACH CORPORATION5%
  • GALLAGHER BENEFIT SERVICES, INC.3%
  • TRUENORTH COMPANIES LC1%
  • +3 more
Total $66K8 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

WEEMS INDUSTRIES, INC. 401K RETIREMENT SAVINGS PLAN

401k

Assets$7.8M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEEMS INDUSTRIES DBA LEGACY MANUFACTURING CO WELFARE BENEFIT PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.1M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WEEMS INDUSTRIES, INC. 401K RETIREMENT SAVINGS PLAN401k$7.8M1952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEEMS INDUSTRIES DBA LEGACY MANUFACTURING CO WELFARE BENEFIT PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$1.1M1342025
Retirement plans
Welfare plans
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