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Sponsor portfolio

MORRISON-MAIERLE, INC.

EIN 81-0217149-civil engineering-Latest filing 2024
Plans
3
Retirement
2
$150.3M assets
Welfare
1
$3.7M premiums
Participants
1,158
1 ENGINEERING PLACE - HELENA, MT 59602406-442-3050m-m.netLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#003ESOP-$77.1M - 377 part#002401k-$73.2M - 480 part#501Fully Insured-$3.7M - 650 lives

Retirement portfolio analytics

2 plans aggregated / $150.3M assets / 857 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE STOCK OWNERSHIP (#003)51%
  • MORRISON-MAIERLE, INC. 401(K) (#002)49%
Total $150.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORRISON-MAIERLE, INC. 401(K) (#002)480
  • EMPLOYEE STOCK OWNERSHIP (#003)377
Total 857Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 650 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Prescription drug$3.4M
  • Stop-loss$3.4M
  • Long-term disability$131K
  • Short-term disability$89K
  • +3 more
Total $3.7M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • BRUCE R BREMER45%
  • MICHAEL EDWARD MAIERLE45%
  • DAVID J MEANS5%
  • MASS MUTUAL FINANCIAL GROUP3%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $41K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$77.1M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORRISON-MAIERLE, INC. 401(K) PLAN

401k

Assets$73.2M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORRISON-MAIERLE GROUP BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$3.7M
Covered lives650
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$77.1M3772024
002MORRISON-MAIERLE, INC. 401(K) PLAN401k$73.2M4802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORRISON-MAIERLE GROUP BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MONTANA$3.7M6502024
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