Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolioTH
MASTERS SUPPLY INC.HTTPS//RGF.FISG
EIN 61-0550047Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$64.0M assets
Welfare
1
$114K premiums
Participants
627
4505 BISHOP LANE - LOUISVILLE, KY 40218502-459-2900
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $64.0M assets / 431 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
- (Not disclosed)90%
- SIGMA FINANCIAL CORPORATION10%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $114K premiums / 196 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$55K
- Long-term disability$55K
- Other$55K
- Dental$47K
- Vision$12K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
- SUN LIFE ASSURANCE COMPANY OF CANADA41%
- FIDELITY SECURITY LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- PROPEL INSURANCE AGENCY, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MASTERS SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$57.3M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MASTERS SUPPLY INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MASTERS' SUPPLY, INC HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$114K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MASTERS SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $57.3M | 212 | 2025 | |
| 003 | MASTERS SUPPLY INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.7M | 219 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MASTERS' SUPPLY, INC HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $114K | 196 | 2025 |
Retirement plans
Welfare plans