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  2. MORTON INVESTMENT COMPANY LLC
Sponsor portfolioTH

MORTON INVESTMENT COMPANY LLC

EIN 90-0475845-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2024
Plans
2
Retirement
1
$356.5M assets
Welfare
1
$1.2M premiums
Participants
5,831
9401 INDIAN CREEK PARKWAY, SUITE 1500 - OVERLAND PARK, KS 66210312-807-2000
Plans on this EIN
2 filings
#001401k-$356.5M - 2,815 part#501Mixed-$1.2M - 4,069 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 4,069 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$613K
  • Life$526K
  • Long-term disability$526K
  • Dental$287K
  • Stop-loss$182K
  • Vision$54K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA46%
  • METROPOLITAN LIFE INSURANCE COMPANY33%
  • SYMETRA LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN5%
  • CURALINC HEALTHCARE1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $59K1 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

MORTON SALT 401(K) SAVINGS PLAN

401k

Assets$356.5M
Participants2,815
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORTON SALT WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives4,069
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORTON SALT 401(K) SAVINGS PLAN401k$356.5M2,8152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORTON SALT WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M4,0692024
Retirement plans
Welfare plans
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