Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CW SUTER & SON, INC.
EIN 47-0528839Latest filing 2025
Plans
3
Retirement
2
$24.8M assets
Welfare
1
$1.8M premiums
Participants
586
1800 11TH ST. - SIOUX CITY, IA 51101712-252-3007
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $24.8M assets / 419 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- SECURITY NATIONAL BANK55%
- (Not disclosed)45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 314 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Life$104K
- Short-term disability$104K
- Long-term disability$104K
- Other$104K
- Dental$101K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- KANSAS CITY LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
77%top
- IBC INSURANCE77%
- LEE STUART23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CW SUTER & SON 401(K) PLAN
401k
Assets$13.5M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
C.W. SUTER & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.3M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CW SUTER & SON, INC.
Fully Insured - WELLMARK INC.
Premiums$1.8M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CW SUTER & SON 401(K) PLAN | 401k | $13.5M | 193 | 2024 | |
| 002 | C.W. SUTER & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.3M | 226 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CW SUTER & SON, INC. | Fully Insured | WELLMARK INC. | $1.8M | 314 | 2025 |
Retirement plans
Welfare plans