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Sponsor portfolioTH

DICK ANDERSON CONSTRUCTION, INC.

EIN 81-0380463-construction-Latest filing 2024
Plans
3
Retirement
2
$84.8M assets
Welfare
1
$6.0M premiums
Participants
2,071
3424 HIGHWAY 12 EAST - HELENA, MT 59601406-443-3225daconstruction.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$42.5M - 678 part#003MoneyPurchase-$42.3M - 897 part#501Mixed-$6.0M - 1,206 lives

Retirement portfolio analytics

2 plans aggregated / $84.8M assets / 1,575 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PROFIT SHARING PLAN (#001)50%
  • PLAN & TRUST (#003)50%
Total $84.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)897
  • PROFIT SHARING PLAN (#001)678
Total 1,575Click row to drill in

Benefits portfolio analytics

1 plan / $6.0M premiums / 1,206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$5.2M
  • Short-term disability$472K
  • Life$336K
  • Other$336K
  • Long-term disability$144K
Total $6.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • AFLAC2%
Total $6.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ALLIANT INSURANCE SERVICES, INC.77%
  • CHRISTINE L EBY9%
  • HOLLY HALL6%
  • FMLASOURCE INC4%
  • KARI SCHALIN3%
  • +2 more
Total $212K7 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

DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN

401k

Assets$42.5M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST

MoneyPurchase

Assets$42.3M
Participants897
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DICK ANDERSON CONSTRUCTION, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF MONTANA

Premiums$6.0M
Covered lives1,206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN401k$42.5M6782024
003MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUSTMoneyPurchase$42.3M8972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DICK ANDERSON CONSTRUCTION, INC. HEALTH AND WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF MONTANA$6.0M1,2062024
Retirement plans
Welfare plans
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