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Sponsor portfolio

MERTZ MANUFACTURING, INC.

EIN 55-0830804-machinery-Latest filing 2024
Plans
6
Retirement
1
$7.2M assets
Welfare
5
$156K premiums
Participants
368
1701 N. WAVERLY - PONCA CITY, OK 74602580-762-5646LinkedIn51-200 employeesmachinery
Plans on this EIN
6 filings
#001401k-$7.2M - 368 part#503Fully Insured-$140K - 246 lives#504Fully Insured-$14K - 168 lives#505Fully Insured-$2K - 188 lives#502Self Funded-0 lives#506Self Funded-0 lives

Benefits portfolio analytics

5 plans / $156K premiums / 602 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$142K
  • Dental$140K
  • Life$140K
  • Vision$14K
Total $156K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA90%
  • VISION SERVICE PLAN9%
  • COMMUNITY CARE1%
Total $156K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
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#001

MERTZ MANUFACTURING, INC. SAVINGS AND RETIREMENT PLAN AND TRUST

401k

Assets$7.2M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MERTZ MANUFACTURING, INC. DENTAL INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$140K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MERTZ MANUFACTURING, INC. VISION INSURANCE PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$14K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MERTZ MANUFACTURING, INC. EAP PLAN

Fully Insured - COMMUNITYCARE HMO

Premiums$2K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MERTZ MANUFACTURING, INC. HEALTH INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

MERTZ MANUFACTURING, INC. SHORT TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERTZ MANUFACTURING, INC. SAVINGS AND RETIREMENT PLAN AND TRUST401k$7.2M3682024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MERTZ MANUFACTURING, INC. DENTAL INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$140K2462024
504MERTZ MANUFACTURING, INC. VISION INSURANCE PLANFully InsuredVISION SERVICE PLAN$14K1682024
505MERTZ MANUFACTURING, INC. EAP PLANFully InsuredCOMMUNITYCARE HMO$2K1882024
502MERTZ MANUFACTURING, INC. HEALTH INSURANCE PLANSelf Funded-$002024
506MERTZ MANUFACTURING, INC. SHORT TERM DISABILITY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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