PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MATERIALS TRANSPORTATION COMPANY
Sponsor portfolio

MATERIALS TRANSPORTATION COMPANY

EIN 74-1310809-Transportation and Warehousing-Latest filing 2024
Plans
3
Retirement
2
$30.6M assets
Welfare
1
$1.0M premiums
Participants
505
1408 COMMERCE DR - TEMPLE, TX 76503254-298-2900
Plans on this EIN
3 filings
#002ESOP-$24.2M - 202 part#001401k-$6.4M - 181 part#502Fully Insured-$1.0M - 147 lives

Retirement portfolio analytics

2 plans aggregated / $30.6M assets / 383 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEE STOCK OWNERSHIP (#002)79%
  • TRANSPORTATION COMPANY 401(K) (#001)21%
Total $30.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)202
  • TRANSPORTATION COMPANY 401(K) (#001)181
Total 383Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$770K
  • Dental$252K
  • Vision$252K
  • Life$252K
  • Short-term disability$252K
  • Long-term disability$252K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • BLUE CROSS OF CALIFORNIA75%
  • SUN LIFE ASSURANCE COMPANY OF CANADA25%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TEXAS BENEFIT ALLIANCE, INC.100%
Total $84K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MATERIALS TRANSPORTATION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.2M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATERIALS TRANSPORTATION COMPANY 401(K) PLAN

401k

Assets$6.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MATERIALS TRANSPORTATION COMPANY, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF TEXAS

Premiums$1.0M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MATERIALS TRANSPORTATION COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$24.2M2022024
001MATERIALS TRANSPORTATION COMPANY 401(K) PLAN401k$6.4M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MATERIALS TRANSPORTATION COMPANY, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF TEXAS$1.0M1472024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica