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Sponsor portfolio

MEDICALODGES, INC.

EIN 48-0698712-health, wellness and fitness-Latest filing 2025
Plans
3
Retirement
2
$13.7M assets
Welfare
1
$986K premiums
Participants
5,085
201 WEST 8TH STREET - COFFEYVILLE, KS 67337620-709-0354medicalodges.comLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
3 filings
#002ESOP-$8.9M - 1,526 part#001401k-$4.9M - 2,569 part#501Mixed-$986K - 990 lives

Retirement portfolio analytics

2 plans aggregated / $13.7M assets / 4,095 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEE STOCK OWNERSHIP (#002)65%
  • PROFIT SHARING PLAN (#001)35%
Total $13.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • NEWPORT GROUP, INC.35%
Total $13.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2,569
  • EMPLOYEE STOCK OWNERSHIP (#002)1,526
Total 4,095Click row to drill in

Benefits portfolio analytics

1 plan / $986K premiums / 990 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$601K
  • Life$327K
  • Short-term disability$327K
  • Other$327K
  • Vision$58K
Total $986K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RELIASTAR LIFE INSURANCE COMPANY61%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $986K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ROBERT E. MILLER INSURANCE AGENCY93%
  • WATCHTOWER TECHNOLOGIES INC7%
Total $97K2 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

MEDICALODGES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.9M
Participants1,526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEDICALODGES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants2,569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICALODGES, INC. EMPLOYEE MEDICAL & DENTAL BENEFIT PLAN (MEDICALODGES, INC HEALTH INSURANCE PLAN)

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$986K
Covered lives990
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEDICALODGES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.9M1,5262025
001MEDICALODGES, INC. 401(K) PROFIT SHARING PLAN401k$4.9M2,5692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICALODGES, INC. EMPLOYEE MEDICAL & DENTAL BENEFIT PLAN (MEDICALODGES, INC HEALTH INSURANCE PLAN)MixedRELIASTAR LIFE INSURANCE COMPANY$986K9902025
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