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  2. THE MARCH-WESTIN COMPANY, INC.
Sponsor portfolio

THE MARCH-WESTIN COMPANY, INC.

EIN 55-0642527-construction-Latest filing 2025
Plans
3
Retirement
2
$25.5M assets
Welfare
1
$305K premiums
Participants
301
360 FRONTIER AVENUE - MORGANTOWN, WV 26505304-599-4880marchwestin.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$19.2M - 99 part#004MoneyPurchase-$6.3M - 51 part#501Self Funded-$305K - 151 lives

Retirement portfolio analytics

2 plans aggregated / $25.5M assets / 150 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EMPLOYEE STOCK OWNERSHIP (#003)75%
  • DAVIS-BACON PREVAILING WAGES (#004)25%
Total $25.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)99
  • DAVIS-BACON PREVAILING WAGES (#004)51
Total 150Click row to drill in

Benefits portfolio analytics

1 plan / $305K premiums / 151 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $305K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MARCH-WESTIN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE MARCH-WESTIN COMPANY, INC. PENSION PLAN FOR DAVIS-BACON PREVAILING WAGES

MoneyPurchase

Assets$6.3M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MARCH-WESTIN COMPANY, INC. HEALTH PROTECTION PLAN

Self Funded - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$305K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MARCH-WESTIN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$19.2M992025
004THE MARCH-WESTIN COMPANY, INC. PENSION PLAN FOR DAVIS-BACON PREVAILING WAGESMoneyPurchase$6.3M512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MARCH-WESTIN COMPANY, INC. HEALTH PROTECTION PLANSelf FundedUNITED OF OMAHA LIFE INSURANCE COMPANY$305K1512025
Retirement plans
Welfare plans
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