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Sponsor portfolio

BALON CORPORATION

EIN 73-0745177-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$117.8M assets
Welfare
1
$11.4M premiums
Participants
2,165
3245 S HATTIE AVE - OKLAHOMA CITY, OK 73129405-677-3321
Plans on this EIN
2 filings
#001401k-$117.8M - 1,189 part#501Fully Insured-$11.4M - 1,736 lives

Benefits portfolio analytics

1 plan / $11.4M premiums / 1,736 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.5M
  • Dental$10.5M
  • Life$859K
  • Short-term disability$859K
  • Long-term disability$859K
  • Other$859K
Total $11.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $11.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INSURICA, INC.100%
Total $89K1 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

BALON CORPORATION 401(K) PLAN AND TRUST

401k

Assets$117.8M
Participants1,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALON CORPORATION WELFARE BENEFIT PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$11.4M
Covered lives1,736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALON CORPORATION 401(K) PLAN AND TRUST401k$117.8M1,1892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALON CORPORATION WELFARE BENEFIT PLANFully InsuredHEALTH CARE SERVICE CORPORATION$11.4M1,7362025
Retirement plans
Welfare plans
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