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Sponsor portfolio

HERZOG CONTRACTING CORPORATION

EIN 43-0918005-international trade and development-Latest filing 2025
Plans
4
Retirement
1
$154.0M assets
Welfare
3
$1.7M premiums
Participants
5,187
600 S. RIVERSIDE ROAD - ST. JOSEPH, MO 64507816-233-9001LinkedIn1-10 employeesinternational trade and development
Plans on this EIN
4 filings
#002401k-$154.0M - 2,037 part#502Mixed-$1.7M - 2,902 lives#501Fully Insured-$28K - 20 lives#503Mixed-$2K - 137 lives

Benefits portfolio analytics

3 plans / $1.7M premiums / 3,059 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Vision$261K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA73%
  • VISION SERVICE PLAN16%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • NEW DIRECTIONS BEHAVIORAL HEALTH5%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $368K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HERZOG CONTRACTING CORP. 401(K) PLAN

401k

Assets$154.0M
Participants2,037
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HERZOG CONTRACTING CORPORATION GROUP BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.7M
Covered lives2,902
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HERZOG CONTRACTING CORPORATION CRITICAL ILLNESS & ACCIDENT PLAN

Fully Insured - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$28K
Covered lives20
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HERZOG CONTRACTING CORPORATION BTA PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HERZOG CONTRACTING CORP. 401(K) PLAN401k$154.0M2,0372024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HERZOG CONTRACTING CORPORATION GROUP BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.7M2,9022025
501HERZOG CONTRACTING CORPORATION CRITICAL ILLNESS & ACCIDENT PLANFully InsuredAMERICAN HERITAGE LIFE INSURANCE COMPANY$28K202024
503HERZOG CONTRACTING CORPORATION BTA PLANMixedHARTFORD LIFE AND ACCIDENT$2K1372025
Retirement plans
Welfare plans
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