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  2. MCGEE BROTHERS COMPANY, INC.
Sponsor portfolioTH

MCGEE BROTHERS COMPANY, INC.

EIN 56-1146621-construction-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$5.4M premiums
Participants
1,239
4608 CARRIKER ROAD - MONROE, NC 28110704-372-7610mcgeebrick.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$32.6M - 684 part#501Fully Insured-$5.4M - 920 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 920 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$5.0M
  • Dental$4.3M
  • Vision$4.3M
  • Other$403K
  • Life$309K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • HARTFORD LIFE AND ACCIDENT6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Total $5.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • DALE MOORE47%
  • USI INSURANCE SERVICES LLC42%
  • MOSAIC GROUP SERVICES11%
Total $197K3 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

MCGEE BROTHERS CO., INC. 401(K) RETIREMENT PLAN

401k

Assets$32.6M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CARE PLAN OF MCGEE BROTHERS COMPANY, INC.

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$5.4M
Covered lives920
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCGEE BROTHERS CO., INC. 401(K) RETIREMENT PLAN401k$32.6M6842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CARE PLAN OF MCGEE BROTHERS COMPANY, INC.Fully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$5.4M9202025
Retirement plans
Welfare plans
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