PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Morrison-Maierle, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Morrison-Maierle, Inc.

EIN 81-0217149-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$173.5M assets
Health & Benefits
1
$3.6M premiums
Participants
1,164
1 ENGINEERING PLACE - HELENA, MT 59602406-442-3050m-m.netLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002401(k)-$86.9M - 476 part#003ESOP-$86.6M - 390 part#501Fully insured-$3.6M - 654 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $173.5M assets / 866 participants

Assets by plan

Share of aggregate retirement assets

  • MORRISON-MAIERLE, INC. 401(K) (#002)$86.9M
  • EMPLOYEE STOCK OWNERSHIP (#003)$86.6M
Total $173.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MORRISON-MAIERLE, INC. 401(K) (#002)476
  • EMPLOYEE STOCK OWNERSHIP (#003)390
Total 866Select a row to open it

Benefits portfolio analytics

1 plan / $3.6M premiums / 654 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Prescription drug$3.3M
  • Stop-loss$3.3M
  • Long-term disability$116K
  • Short-term disability$79K
  • +3 more
Total $3.6M9 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MORRISON-MAIERLE, INC. 401(K) PLAN

401(k)

Assets$86.9M
Participants476
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$86.6M
Participants390
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MORRISON-MAIERLE GROUP BENEFITS PLAN

Fully insured - BLUE CROSS BLUE SHEILD OF MONTANA

Premiums$3.6M
Covered lives654
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MORRISON-MAIERLE, INC. 401(K) PLAN401(k)$86.9M4762025
#003MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$86.6M3902025
  • MORRISON-MAIERLE, INC. 401(K) PLAN$86.9M
    #002 · 401(k) · 2025476
  • MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN$86.6M
    #003 · ESOP · 2025390

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MORRISON-MAIERLE GROUP BENEFITS PLANFully insuredBLUE CROSS BLUE SHEILD OF MONTANA$3.6M6542025
  • MORRISON-MAIERLE GROUP BENEFITS PLAN$3.6M
    #501 · Fully insured · BLUE CROSS BLUE SHEILD OF MONTANA · 2025654
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica