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Sponsor portfolio

MONSON FRUIT COMPANY

EIN 91-1496092-food production-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$210K premiums
Participants
797
252 NORTH RUSHMORE ROAD - SELAH, WA 98942509-697-9175tdm-ellensburg.comLinkedIn501-1000 employeesfood production
Plans on this EIN
2 filings
#001401k-$6.9M - 684 part#501Mixed-$210K - 131 lives

Benefits portfolio analytics

1 plan / $210K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$201K
  • Life$120K
  • Long-term disability$120K
  • Other$120K
  • Vision$9K
Total $210K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
  • WILLAMETTE DENTAL INSURANCE, INC.39%
  • VISION SERVICE PLAN4%
Total $210K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • GIS BENEFITS INC24%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $30K3 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

MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$6.9M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONSON FRUIT COMPANY WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$210K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$6.9M6842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONSON FRUIT COMPANY WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$210K1312025
Retirement plans
Welfare plans
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