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THE WITTERN GROUP

EIN 42-1414494-retail-Latest filing 2025
Plans
6
Retirement
2
$25.8M assets
Welfare
4
$2.5M premiums
Participants
1,195
8040 UNIVERSITY BLVD - CLIVE, IA 503251118515-271-8406wittern.comLinkedIn201-500 employeesretail
Plans on this EIN
6 filings
#003401k-$23.2M - 237 part#004401k-$2.6M - 145 part#510Fully Insured-$2.3M - 136 lives#511Fully Insured-$159K - 341 lives#513Fully Insured-$86K - 126 lives#512Fully Insured-$19K - 146 lives

Retirement portfolio analytics

2 plans aggregated / $25.8M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • GROUP NON-BARGAINING 401(K) (#003)90%
  • BARGAINING UNIT 401(K) (#004)10%
Total $25.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP NON-BARGAINING 401(K) (#003)237
  • BARGAINING UNIT 401(K) (#004)145
Total 382Click row to drill in

Benefits portfolio analytics

4 plans / $2.5M premiums / 749 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$86K
  • Short-term disability$57K
  • Other$55K
  • Life$49K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA3%
  • VERATRUS BENEFIT SOLUTIONS1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HOLMES MURPHY & ASSOCIATES89%
  • AVANT SPECIALTY BENEFITS LLC11%
Total $28K2 slices

Plan deep-dives

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

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN

401k

Assets$23.2M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FAWN MANUFACTURING BARGAINING UNIT 401(K) PLAN

401k

Assets$2.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE WITTERN GROUP HEALTH PLAN

Fully Insured - WELLMARK HEALTH PLAN OF IOWA

Premiums$2.3M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THE WITTERN GROUP LIFE, LTD, STD PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$159K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

THE WITTERN GROUP DENTAL PLAN

Fully Insured - DELTA DENTAL OF IOWA

Premiums$86K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

THE WITTERN GROUP VISION PLAN

Fully Insured - VERATRUS BENEFIT SOLUTIONS

Premiums$19K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE WITTERN GROUP NON-BARGAINING 401(K) PLAN401k$23.2M2372025
004FAWN MANUFACTURING BARGAINING UNIT 401(K) PLAN401k$2.6M1452025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE WITTERN GROUP HEALTH PLANFully InsuredWELLMARK HEALTH PLAN OF IOWA$2.3M1362025
511THE WITTERN GROUP LIFE, LTD, STD PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$159K3412025
513THE WITTERN GROUP DENTAL PLANFully InsuredDELTA DENTAL OF IOWA$86K1262025
512THE WITTERN GROUP VISION PLANFully InsuredVERATRUS BENEFIT SOLUTIONS$19K1462025
Retirement plans
Welfare plans
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