Morton Investment Company LLC
Overview
Morton Investment Company LLC sponsors a self-funded health plan that covered 4,122 participants in plan year 2025, up 37% 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
- 4,122 · prior year 3,005
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Morton Salt Welfare Benefit Plan, plan 501 (4,122 participants)
- Broker compensation
- $219K 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Long-term disability | 4,122 | $1.6M | $109K |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital | 748 | $307K | $102K |
| Vision Service Plan | Vision | 1,338 | $217K | — |
| Metropolitan Life Insurance Company | Legal | 245 | $56K | $5K |
| Curalinc LLC | Employee Assistance Program | 1,810 | $38K | — |
| First Unum Life Insurance Company | Life | 88 | $37K | $3K |
| Bluecross Blueshield of Illinois | Dental | 4,122 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 4,122 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 Investment Company LLC
- Sponsor EIN
- 90-0475845
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 90-0475845 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Morton Salt 401(k) Savings Plan
- Type
- 401(k) plan
- Participants
- 2,811
About this data
Source: Morton Investment Company 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 Investment Company LLC.