Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $28.0M assets / 6,889 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
4 plans / $972K premiums / 4,968 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
403(b)
Fully insured - DELTA DENTAL OF MISSOURI
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - ADVANTICA INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN | Profit-sharing | $15.3M | 2,342 | 2025 |
| #003 | MERS/MISSOURI GOODWILL 403B PLAN | 403(b) | $12.7M | 4,547 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | MERS/MISSOURI GOODWILL INDUSTRIES GROUP DENTAL PLAN | Fully insured | DELTA DENTAL OF MISSOURI | $421K | 1,471 | 2025 |
| #502 | MERS/MISSOURI GOODWILL INDUSTRIES LIFE INSURANCE PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $317K | 1,875 | 2025 |
| #505 | MERS/MISSOURI GOODWILL INDUSTRIES VOLUNTARY SHORT-TERM DISABILITY PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $158K | 384 | 2025 |
| #501 | MERS/MISSOURI GOODWILL INDUSTRIES EMPLOYEE WELFARE BENEFIT PLAN | Mixed | ADVANTICA INSURANCE COMPANY | $75K | 1,238 | 2025 |