Assets by plan
Share of aggregate retirement assets
Filings through .
Palmer Companies, Inc.
EIN 42-1480932Accommodation and Food ServicesLatest filing 2025
Plans
3
Retirement
2
$37.3M assets
Health & Benefits
1
$1.1M premiums
Participants
491
3737 WOODLAND AVENUE, SUITE 200 - WEST DES MOINES, IA 50266515-225-7000
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.3M assets / 393 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 98 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$961K
- Dental$67K
- Vision$14K
- Life$8K
- Long-term disability$6K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PALMER GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$26.0M
Participants206
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PALMER GROUP 401(K) PLAN
401(k)
Assets$11.3M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PALMER GROUP CONTRACTOR WELFARE BENEFIT PLAN
Fully insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$1.1M
Covered lives98
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PALMER GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $26.0M | 206 | 2025 |
| #001 | PALMER GROUP 401(K) PLAN | 401(k) | $11.3M | 187 | 2025 |
- #002 · ESOP · 2025206
- PALMER GROUP 401(K) PLAN$11.3M#001 · 401(k) · 2025187
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PALMER GROUP CONTRACTOR WELFARE BENEFIT PLAN | Fully insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $1.1M | 98 | 2025 |
- #501 · Fully insured · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 202598
Retirement plans
Health & Benefits plans