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Sponsor portfolioTH

MERS/MISSOURI GOODWILL INDUSTRIES

EIN 43-0652657-Health Care and Social Assistance-Latest filing 2024
Plans
6
Retirement
2
$23.8M assets
Welfare
4
$1.1M premiums
Participants
6,435
1727 LOCUST ST - ST LOUIS, MO 63103314-970-9208
Plans on this EIN
6 filings
#001ProfitSharing-$13.8M - 1,477 part#003403b-$10.0M - 1,978 part#502Fully Insured-$344K - 663 lives#504Fully Insured-$282K - 849 lives#501Mixed-$240K - 724 lives#505Fully Insured-$198K - 160 lives

Retirement portfolio analytics

2 plans aggregated / $23.8M assets / 3,455 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DEFINED CONTRIBUTION PLAN (#001)58%
  • GOODWILL 403B PLAN (#003)42%
Total $23.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $23.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GOODWILL 403B PLAN (#003)1,978
  • DEFINED CONTRIBUTION PLAN (#001)1,477
Total 3,455Click row to drill in

Benefits portfolio analytics

4 plans / $1.1M premiums / 2,396 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$344K
  • Other$344K
  • Dental$282K
  • Vision$240K
  • Short-term disability$198K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $180K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$13.8M
Participants1,477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MERS/MISSOURI GOODWILL 403B PLAN

403b

Assets$10.0M
Participants1,978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERS/MISSOURI GOODWILL INDUSTRIES LIFE INSURANCE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$344K
Covered lives663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MERS/MISSOURI GOODWILL INDUSTRIES GROUP DENTAL PLAN

Fully Insured - RELIANCE MATRIX

Premiums$282K
Covered lives849
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MERS/MISSOURI GOODWILL INDUSTRIES EMPLOYEE WELFARE BENEFIT PLAN

Mixed - RELIANCE MATRIX

Premiums$240K
Covered lives724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MERS/MISSOURI GOODWILL INDUSTRIES VOLUNTARY SHORT-TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$198K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLANProfitSharing$13.8M1,4772024
003MERS/MISSOURI GOODWILL 403B PLAN403b$10.0M1,9782024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERS/MISSOURI GOODWILL INDUSTRIES LIFE INSURANCE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$344K6632024
504MERS/MISSOURI GOODWILL INDUSTRIES GROUP DENTAL PLANFully InsuredRELIANCE MATRIX$282K8492024
501MERS/MISSOURI GOODWILL INDUSTRIES EMPLOYEE WELFARE BENEFIT PLANMixedRELIANCE MATRIX$240K7242024
505MERS/MISSOURI GOODWILL INDUSTRIES VOLUNTARY SHORT-TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$198K1602024
Retirement plans
Welfare plans
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