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  2. Mertz Manufacturing, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Mertz Manufacturing, Inc.

EIN 55-0830804-machinery-Latest filing 2024
Plans
6
Retirement
1
$7.2M assets
Health & Benefits
5
$156K premiums
Participants
368
1701 N. WAVERLY - PONCA CITY, OK 74602580-762-5646LinkedIn51-200 employeesmachinery
Plans on this EIN
6 filings
#001401(k)-$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

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MERTZ MANUFACTURING, INC. SAVINGS AND RETIREMENT PLAN AND TRUST

401(k)

Assets$7.2M
Participants368
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

MERTZ MANUFACTURING, INC. DENTAL INSURANCE PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$140K
Covered lives246
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

MERTZ MANUFACTURING, INC. VISION INSURANCE PLAN

Fully insured - VISION SERVICE PLAN

Premiums$14K
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

MERTZ MANUFACTURING, INC. EAP PLAN

Fully insured - COMMUNITYCARE HMO

Premiums$2K
Covered lives188
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

MERTZ MANUFACTURING, INC. HEALTH INSURANCE PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

MERTZ MANUFACTURING, INC. SHORT TERM DISABILITY PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MERTZ MANUFACTURING, INC. SAVINGS AND RETIREMENT PLAN AND TRUST401(k)$7.2M3682024
  • MERTZ MANUFACTURING, INC. SAVINGS AND RETIREMENT PLAN AND TRUST$7.2M
    #001 · 401(k) · 2024368

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • MERTZ MANUFACTURING, INC. DENTAL INSURANCE PLAN$140K
    #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2024246
  • MERTZ MANUFACTURING, INC. VISION INSURANCE PLAN$14K
    #504 · Fully insured · VISION SERVICE PLAN · 2024168
  • MERTZ MANUFACTURING, INC. EAP PLAN$2K
    #505 · Fully insured · COMMUNITYCARE HMO · 2024188
  • MERTZ MANUFACTURING, INC. HEALTH INSURANCE PLAN$0
    #502 · Self-funded · 20240
  • MERTZ MANUFACTURING, INC. SHORT TERM DISABILITY PLAN$0
    #506 · Self-funded · 20240
Retirement plans
Health & Benefits plans

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