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Sponsor portfolio

BLACK & MCDONALD, INC.

EIN 52-2021787-construction-Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$522K premiums
Participants
849
6900 EXECUTIVE DRIVE - KANSAS CITY, MO 64120816-410-8618LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$15.5M - 490 part#501Mixed-$522K - 359 lives

Benefits portfolio analytics

1 plan / $522K premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$522K
  • Vision$522K
  • Life$522K
  • Short-term disability$522K
  • Long-term disability$522K
  • Other$522K
Total $522K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $522K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • WATKO BENEFIT GROUP70%
  • ENROLLEASE30%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLACK & MCDONALD, INC. 401(K) PLAN

401k

Assets$15.5M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLACK & MCDONALD, INC. MEDICAL, DENTAL, LIFE AND DISABILITY PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$522K
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLACK & MCDONALD, INC. 401(K) PLAN401k$15.5M4902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLACK & MCDONALD, INC. MEDICAL, DENTAL, LIFE AND DISABILITY PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$522K3592025
Retirement plans
Welfare plans
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