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Original filing (PDF)20251006110905NAL0001814131001
MANATT'S INC.
Form 5500
FILING_RECEIVED
MANATT'S INC. GROUP HEALTH PLAN
Health & welfare plan
Signals · 3
100% in single holding~1365 bps in Sched C feesNo recordkeeper disclosed
Active participants
774
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Lincoln Savings Bank Premium Money Market at 1.51%" is 100% of plan.
- 1365 bps in Schedule C fees — 2525% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANATT'S INC..
Plan sponsor
Name
MANATT'S INC.
EIN
42-1377409
Address
P.O. BOX 535 · BROOKLYN, IA · 52211
Phone
(641) 522-9206
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC | 36-4291971 | — | BROKER | $103K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR INC. | 39-1995276 | — | CLAIMS PROCESSING | $469K | — |
Investments
1 direct security· $3.6M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Savings Bank Premium Money Market at 1.51% | — | — | $3.6M | $3.6M | 86.1% |
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