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Sponsor portfolioTH

MORTON INVESTMENT COMPANY LLC

EIN 90-0475845-Latest filing 2025
Plans
2
Retirement
1
$356.5M assets
Welfare
1
$2.2M premiums
Participants
6,937
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-$2.2M - 4,122 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 4,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.6M
  • Long-term disability$1.6M
  • Vision$217K
Total $2.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN10%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • CURALINC HEALTHCARE2%
  • +1 more
Total $2.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • AON CONSULTING INC6%
Total $219K2 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

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$2.2M
Covered lives4,122
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$2.2M4,1222025
Retirement plans
Welfare plans
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