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Sponsor portfolio

MEDICAL INFORMATION TECHNOLOGY, INC

EIN 04-2455639-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$562.9M assets
Welfare
1
$885K premiums
Participants
10,395
7 BLUE HILL RIVER RD - CANTON, MA 02021781-821-3000
Plans on this EIN
3 filings
#001ProfitSharing-$427.5M - 3,205 part#005401k-$135.4M - 3,663 part#501Mixed-$885K - 5,488 lives

Retirement portfolio analytics

2 plans aggregated / $562.9M assets / 6,868 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PROFIT SHARING PLAN (#001)76%
  • TECHNOLOGY, INC. 401(K) (#005)24%
Total $562.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TECHNOLOGY, INC. 401(K) (#005)3,663
  • PROFIT SHARING PLAN (#001)3,205
Total 6,868Click row to drill in

Benefits portfolio analytics

1 plan / $885K premiums / 5,488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$582K
  • Long-term disability$582K
  • Other$582K
  • Vision$303K
Total $885K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA66%
  • EYEMED VISION CARE34%
Total $885K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $88K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEDICAL INFORMATION TECHNOLOGY, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$427.5M
Participants3,205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MEDICAL INFORMATION TECHNOLOGY, INC. 401(K) PLAN

401k

Assets$135.4M
Participants3,663
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL INFORMATION TECHNOLOGY, INC WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$885K
Covered lives5,488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MEDICAL INFORMATION TECHNOLOGY, INC. PROFIT SHARING PLANProfitSharing$427.5M3,2052025
005MEDICAL INFORMATION TECHNOLOGY, INC. 401(K) PLAN401k$135.4M3,6632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL INFORMATION TECHNOLOGY, INC WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$885K5,4882025
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