Sponsor portfolioTH

MERUS CORPORATION

EIN 46-1375798constructionLatest filing 2025

Plans

Retirement

$128.0M assets

Welfare

$1.6M premiums

Participants

545

302 W. THIRD STREET, SUITE 300 - CINCINNATI, OH 45202513-527-1817merus1894.comLinkedIn51-200 employeesconstruction

Plans on this EIN

3 filings

#002ESOP-$102.3M - 195 part #001401k-$25.7M - 197 part #501Fully Insured-$1.6M - 298 lives

Retirement portfolio analytics

2 plans aggregated / $128.0M assets / 392 participants

Assets by plan

Share of aggregate retirement assets

80%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.6M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.4M
Health$1.3M
Prescription drug$1.3M
Dental$103K
Life$63K
Long-term disability$57K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

83%top

COMMUNITY INSURANCE COMPANY83%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
DELTA DENTAL OF CALIFORNIA7%
FIDELITY SECURITY LIFE INSURANCE COMPANY1%
BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP0%
+1 more

Broker market share

Schedule A broker compensation

Split broker

88%top

HUB INTERNATIONAL MIDWEST LIMITED88%
HORAN ASSOCIATES INC.6%
CENTRO BENEFITS RESEARCH LLC4%
PML INC1%
THREEFLOW0%
+1 more

Plan deep-dives

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

Retirement#002

MERUS EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

ESOP

Assets$102.3M

Participants195

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

MERUS 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$25.7M

Participants197

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501