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Sponsor portfolioTH

MONTEITH CONSTRUCTION CORP

EIN 98-0190888-construction-Latest filing 2025
Plans
3
Retirement
2
$23.4M assets
Welfare
1
$2.0M premiums
Participants
488
208 PRINCESS ST - WILMINGTON, NC 284013976910-791-8101LinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$15.7M - 136 part#001401k-$7.7M - 194 part#501Fully Insured-$2.0M - 158 lives

Retirement portfolio analytics

2 plans aggregated / $23.4M assets / 330 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • EMPLOYEE STOCK OWNERSHIP (#002)67%
  • CONSTRUCTION CORP. 401(K) (#001)33%
Total $23.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTRUCTION CORP. 401(K) (#001)194
  • EMPLOYEE STOCK OWNERSHIP (#002)136
Total 330Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Vision$1.9M
  • Prescription drug$1.9M
  • Short-term disability$81K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • USABLE LIFE4%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HENRY V. ESTEP86%
  • GRIFFIN ESTEP BENEFIT GROUP10%
  • MOSAIC GROUP SERVICES5%
Total $125K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MONTEITH CONSTRUCTION CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.7M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONTEITH CONSTRUCTION CORP. 401(K) PLAN

401k

Assets$7.7M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTEITH CONSTRUCTION CORP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.0M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONTEITH CONSTRUCTION CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.7M1362024
001MONTEITH CONSTRUCTION CORP. 401(K) PLAN401k$7.7M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTEITH CONSTRUCTION CORP WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.0M1582025
Retirement plans
Welfare plans
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