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Sponsor portfolioTH

MORTON G. THALHIMER, INC.

EIN 54-1178996-real estate-Latest filing 2025
Plans
3
Retirement
2
$110.0M assets
Welfare
1
$425K premiums
Participants
1,387
11100 WEST BROAD STREET - GLEN ALLEN, VA 23060804-697-3462LinkedIn1-10 employeesreal estate
Plans on this EIN
3 filings
#004ESOP-$60.1M - 575 part#002401k-$49.9M - 464 part#501Mixed-$425K - 643 lives

Retirement portfolio analytics

2 plans aggregated / $110.0M assets / 1,039 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#004)55%
  • THALHIMER, INC. 401(K) (#002)45%
Total $110.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • TRANSITION FINANCE STRATEGIES, LLC55%
  • (Not disclosed)45%
Total $110.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)575
  • THALHIMER, INC. 401(K) (#002)464
Total 1,039Click row to drill in

Benefits portfolio analytics

1 plan / $425K premiums / 643 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$191K
  • Life$84K
  • Other$84K
  • Long-term disability$79K
  • Vision$71K
Total $425K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • STANDARD INSURANCE COMPANY38%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $425K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $6K1 slice

Plan deep-dives

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

THALHIMER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$60.1M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THALHIMER, INC. 401(K) PLAN

401k

Assets$49.9M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORTON G. THALHIMER, INC. EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$425K
Covered lives643
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004THALHIMER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$60.1M5752024
002THALHIMER, INC. 401(K) PLAN401k$49.9M4642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORTON G. THALHIMER, INC. EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF VIRGINIA$425K6432025
Retirement plans
Welfare plans
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