Morton Industries, LLC
Overview
Morton Industries, LLC sponsors a self-funded health plan that covered 683 participants in plan year 2025, down 8% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 683 · prior year 740
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Morton Industries, LLC Cafeteria Benefit Plan, plan 501 (683 participants)
- Broker compensation
- $123K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Long-term disability, Life | 687 | $228K | $44K |
| Assurity Life Insurance Company | Accident, Critical Illness, Hospital Ind | 672 | $129K | $33K |
| American Public Life Insurance Company | Life | 179 | $117K | $43K |
| Ace Benefit-Ryan Specialty-Optumhealth-Unimerica | Transplant | 483 | $62K | — |
| Ameritas Life Insurance Corp. | Vision | 959 | $41K | — |
| Pre-Paid Legal Services Inc. DBA Legalshield | Legal Services Plan Memberships | 72 | $14K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 683 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Morton Industries, LLC
- Sponsor EIN
- 45-2766972
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 45-2766972 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Morton Industries 401(k) Plan
- Type
- 401(k) plan
- Participants
- 725
About this data
Source: Morton Industries, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Morton Industries, LLC.