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Sponsor portfolio

SCOTT AND MURPHY, INC.

EIN 61-1015606-construction-Latest filing 2024
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$762K premiums
Participants
461
PO BOX 2520 - BOWLING GREEN, KY 42102270-781-9944scottandmurphy.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$21.4M - 249 part#501Mixed-$762K - 421 lives

Benefits portfolio analytics

1 plan / $762K premiums / 421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$323K
  • Life$299K
  • Short-term disability$295K
  • Long-term disability$295K
  • Dental$89K
  • Other$34K
  • +1 more
Total $762K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • XCHANGE BENEFITS42%
  • PRINCIPAL LIFE INSURANCE COMPANY39%
  • PARAMOUNT DENTAL12%
  • AFLAC4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • +1 more
Total $762K6 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • E M FORD & CO LLC75%
  • NOT PROVIDED18%
  • JENNIFER KELLER4%
  • JOSEPH GARETT KELLER3%
  • HOUCHENS INSURANCE GROUP INC0%
  • +3 more
Total $53K8 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

SCOTT AND MURPHY, INC. PROFIT SHARING PLAN

401k

Assets$21.4M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCOTT & MURPHY PREMIUM CONVERSION PLAN

Mixed - XCHANGE BENEFITS/US FIRE

Premiums$762K
Covered lives421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCOTT AND MURPHY, INC. PROFIT SHARING PLAN401k$21.4M2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCOTT & MURPHY PREMIUM CONVERSION PLANMixedXCHANGE BENEFITS/US FIRE$762K4212024
Retirement plans
Welfare plans
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