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Sponsor portfolio

ALLGEIER, MARTIN & ASSOCIATES, INC.

EIN 43-1146318-utilities-Latest filing 2024
Plans
3
Retirement
2
$63.9M assets
Welfare
1
$251K premiums
Participants
439
P.O. BOX 2627 - JOPLIN, MO 648032627417-680-7200amce.comLinkedIn51-200 employeesutilities
Plans on this EIN
3 filings
#001401k-$61.8M - 171 part#002ESOP-$2.1M - 132 part#505Fully Insured-$251K - 136 lives

Retirement portfolio analytics

2 plans aggregated / $63.9M assets / 303 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#001)97%
  • EMPLOYEE STOCK OWNERSHIP (#002)3%
Total $63.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • EKON BENEFITS97%
  • (Not disclosed)3%
Total $63.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)171
  • EMPLOYEE STOCK OWNERSHIP (#002)132
Total 303Click row to drill in

Benefits portfolio analytics

1 plan / $251K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$251K
  • Health$202K
  • Life$49K
  • Long-term disability$49K
Total $251K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AMFIRST81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.0%
Total $251K3 slices

Broker market share

Schedule A broker compensation

Split broker
30%top
  • SUNSTAR INSURANCE GROUP LLC30%
  • HEALTH INSURANCE SPECIALISTS27%
  • DELAR15%
  • MORGAN WHITE LIMITED15%
  • BUKATY COMPANIES14%
Total $68K5 slices

Plan deep-dives

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

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN

401k

Assets$61.8M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - AMFIRST

Premiums$251K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN401k$61.8M1712024
002ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.1M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ALLGEIER, MARTIN, AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLANFully InsuredAMFIRST$251K1362024
Retirement plans
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