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Sponsor portfolio

MCDOUGALL & SONS, INC.

EIN 91-0978839-Latest filing 2025
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$173K premiums
Participants
1,567
305 OLDS STATION RD - WENATCHEE, WA 98801509-662-2136LinkedIn501-1000 employees
Plans on this EIN
2 filings
#001401k-$29.3M - 1,316 part#501Mixed-$173K - 275 lives

Benefits portfolio analytics

1 plan / $173K premiums / 275 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • DELTA DENTAL OF CALIFORNIA100%
Total $173K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $5K1 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

MCDOUGALL AND SONS, INC. RETIREMENT PLAN

401k

Assets$29.3M
Participants1,316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCDOUGALL & SONS, INC HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$173K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCDOUGALL AND SONS, INC. RETIREMENT PLAN401k$29.3M1,3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCDOUGALL & SONS, INC HEALTH & WELFARE PLANMixedDELTA DENTAL OF WASHINGTON$173K2752025
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