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Sponsor portfolioTH

MCKINLEY PAPER COMPANY

EIN 85-0403462-packaging and containers-Latest filing 2025
Plans
3
Retirement
2
$18.9M assets
Welfare
1
$7.8M premiums
Participants
1,325
7850 JEFFERSON STREET NE, SUITE 150 - ALBUQUERQUE, NM 87109360-565-7048mckinleypackaging.comLinkedIn1001-5000 employeespackaging and containers
Plans on this EIN
3 filings
#001401k-$12.1M - 625 part#003401k-$6.8M - 84 part#501Fully Insured-$7.8M - 716 lives

Retirement portfolio analytics

2 plans aggregated / $18.9M assets / 709 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • 401 (K) PLAN (#001)64%
  • WASHINGTON MILL 401(K) (#003)36%
Total $18.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • INVESTMENT CONSULTING SERVICES, LLC36%
Total $18.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401 (K) PLAN (#001)625
  • WASHINGTON MILL 401(K) (#003)84
Total 709Click row to drill in

Benefits portfolio analytics

1 plan / $7.8M premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Dental$6.9M
  • Other$839K
  • Life$830K
  • Short-term disability$830K
  • Long-term disability$830K
  • +1 more
Total $7.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
Total $7.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $281K1 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

MCKINLEY PAPER AND PACKAGING COMPANY 401 (K) PLAN

401k

Assets$12.1M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MCKINLEY PAPER COMPANY WASHINGTON MILL 401(K) PLAN

401k

Assets$6.8M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCKINLEY PAPER COMPANY, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.8M
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCKINLEY PAPER AND PACKAGING COMPANY 401 (K) PLAN401k$12.1M6252024
003MCKINLEY PAPER COMPANY WASHINGTON MILL 401(K) PLAN401k$6.8M842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCKINLEY PAPER COMPANY, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.8M7162025
Retirement plans
Welfare plans
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