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Sponsor portfolioTH

MORTON INDUSTRIES, LLC

EIN 45-2766972-machinery-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$590K premiums
Participants
1,402
70 COMMERCE DR - MORTON, IL 615509198309-263-2590mortonind.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
2 filings
#002401k-$23.5M - 712 part#501Mixed-$590K - 959 lives

Benefits portfolio analytics

1 plan / $590K premiums / 959 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$357K
  • Life$270K
  • Long-term disability$75K
  • Vision$41K
Total $590K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY39%
  • AMERITAS LIFE INSURANCE CORP.27%
  • ASSURITY LIFE INSURANCE COMPANY22%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $590K5 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • ASSUREDPARTNERS35%
  • VARIOUS - SEE ATTACHED27%
  • MATTHEW REDNOUR16%
  • PATRIOT GROWTH INSURANCE SERVICES8%
  • BHERD6%
  • +2 more
Total $123K7 slices

Plan deep-dives

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

MORTON INDUSTRIES 401(K) PLAN

401k

Assets$23.5M
Participants712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORTON INDUSTRIES, LLC CAFETERIA BENEFIT PLAN

Mixed - ASSURITY LIFE INSURANCE COMPANY

Premiums$590K
Covered lives959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MORTON INDUSTRIES 401(K) PLAN401k$23.5M7122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORTON INDUSTRIES, LLC CAFETERIA BENEFIT PLANMixedASSURITY LIFE INSURANCE COMPANY$590K9592025
Retirement plans
Welfare plans
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