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Sponsor portfolio

THE MITRE CORPORATION

EIN 04-2239742-research-Latest filing 2025
Plans
4
Retirement
2
$7.93B assets
Welfare
2
$26.4M premiums
Participants
52,136
MS - N655 - TAX, 7515 COLSHIRE RD - MCLEAN, VA 22102781-271-7842mitre.orgLinkedIn5001-10000 employeesresearch
Plans on this EIN
4 filings
#001403b-$5.12B - 19,699 part#002MoneyPurchase-$2.81B - 17,147 part#501Fully Insured-$21.1M - 13,898 lives#542Mixed-$5.3M - 7,087 lives

Retirement portfolio analytics

2 plans aggregated / $7.93B assets / 36,846 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • SHELTERED ANNUITY PLAN (#001)65%
  • QUALIFIED RETIREMENT PLAN (#002)35%
Total $7.93BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#001)19,699
  • QUALIFIED RETIREMENT PLAN (#002)17,147
Total 36,846Click row to drill in

Benefits portfolio analytics

2 plans / $26.4M premiums / 20,985 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9.1M
  • Other$7.6M
  • Life$4.4M
  • Long-term disability$3.0M
  • Health$2.1M
  • Vision$1.4M
  • +1 more
Total $21.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY48%
  • DENTAL CARE PLUS, INC.43%
  • VISION SERVICE PLAN6%
  • ARAG INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $21.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • WILLIS TOWERS WATSON US LLC91%
  • MERCER HEALTH AND BENEFITS, LLC9%
  • AON CONSULTING INC1%
Total $810K3 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

THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN

403b

Assets$5.12B
Participants19,699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN

MoneyPurchase

Assets$2.81B
Participants17,147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MITRE CORPORATION HEALTH & WELFARE PLAN

Fully Insured - DENTAL SERVICE OF MASSACHUSETTS, INC

Premiums$21.1M
Covered lives13,898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#542

MITRE CORPORATION HEALTH CARE PLAN

Mixed - QBE INSURANCE

Premiums$5.3M
Covered lives7,087
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN403b$5.12B19,6992024
002THE MITRE CORPORATION QUALIFIED RETIREMENT PLANMoneyPurchase$2.81B17,1472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MITRE CORPORATION HEALTH & WELFARE PLANFully InsuredDENTAL SERVICE OF MASSACHUSETTS, INC$21.1M13,8982025
542MITRE CORPORATION HEALTH CARE PLANMixedQBE INSURANCE$5.3M7,0872024
Retirement plans
Welfare plans
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