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Sponsor portfolio

TOWER LOAN OF MISSISSIPPI, LLC

EIN 45-5079659-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$62.5M assets
Welfare
1
$558K premiums
Participants
1,396
406 LIBERTY PARK CT - FLOWOOD, MS 39232601-992-0153
Plans on this EIN
3 filings
#001401k-$59.8M - 602 part#002ProfitSharing-$2.6M - 328 part#501Mixed-$558K - 466 lives

Retirement portfolio analytics

2 plans aggregated / $62.5M assets / 930 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#001)96%
  • PLAN FOR MANAGERS (#002)4%
Total $62.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $62.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)602
  • PLAN FOR MANAGERS (#002)328
Total 930Click row to drill in

Benefits portfolio analytics

1 plan / $558K premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$354K
  • Life$204K
  • Short-term disability$204K
  • Long-term disability$204K
Total $558K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • WESTPORT INSURANCE CORPORATION63%
  • UNITEDHEALTHCARE INSURANCE COMPANY37%
Total $558K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ROSS & YERGER INSURANCE INC100%
Total $122K1 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

TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$59.8M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TOWER LOAN OF MISSISSIPPI, LLC PROFIT SHARING PLAN FOR MANAGERS

ProfitSharing

Assets$2.6M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOWER LOAN OF MISSISSIPPI, INC. EMPLOYEE BENEFIT PLAN

Mixed - SWISS RE-SWISS RE

Premiums$558K
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN401k$59.8M6022024
002TOWER LOAN OF MISSISSIPPI, LLC PROFIT SHARING PLAN FOR MANAGERSProfitSharing$2.6M3282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOWER LOAN OF MISSISSIPPI, INC. EMPLOYEE BENEFIT PLANMixedSWISS RE-SWISS RE$558K4662024
Retirement plans
Welfare plans
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