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Sponsor portfolioTH

DUTTON-LAINSON COMPANY

EIN 47-0147640-wholesale-Latest filing 2025
Plans
3
Retirement
2
$42.5M assets
Welfare
1
$3.4M premiums
Participants
776
451 WEST 2ND STREET - HASTINGS, NE 68901402-460-4673dutton-lainson.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#004401k-$30.8M - 327 part#005ESOP-$11.7M - 273 part#501Fully Insured-$3.4M - 916 lives

Retirement portfolio analytics

2 plans aggregated / $42.5M assets / 600 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#004)72%
  • PLAN AND TRUST (#005)28%
Total $42.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)327
  • PLAN AND TRUST (#005)273
Total 600Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 916 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Life$61K
  • Other$28K
  • Long-term disability$19K
Total $3.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LOCKTON COMPANIES, LLC68%
  • BLUE CROSS BLUE SHIELD OF FLORIDA23%
  • UNITED OF OMAHA LIFE INSURANCE CO9%
Total $17K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

DUTTON-LAINSON COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$30.8M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

DUTTON-LAINSON COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$11.7M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE WELFARE BENEFIT PLAN OF DUTTON-LAINSON COMPANY

Fully Insured - BLUE CROSS BLUE SHIELD OF NEBRASKA

Premiums$3.4M
Covered lives916
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004DUTTON-LAINSON COMPANY 401(K) PROFIT SHARING PLAN401k$30.8M3272025
005DUTTON-LAINSON COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$11.7M2732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE WELFARE BENEFIT PLAN OF DUTTON-LAINSON COMPANYFully InsuredBLUE CROSS BLUE SHIELD OF NEBRASKA$3.4M9162025
Retirement plans
Welfare plans
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