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Sponsor portfolioTH

MEDICAL PROFESSIONAL MUTUAL INSURANCE COMPANY

EIN 04-2595783-Latest filing 2025
Plans
2
Retirement
1
$186.5M assets
Welfare
1
$520K premiums
Participants
1,329
ONE FINANCIAL CENTER FLOOR 13 - BOSTON, MA 02111617-330-1755
Plans on this EIN
2 filings
#002401k-$186.5M - 767 part#502Mixed-$520K - 579 lives

Benefits portfolio analytics

1 plan / $520K premiums / 579 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$302K
  • Life$248K
  • Long-term disability$166K
  • Vision$52K
Total $520K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • VISION SERVICE PLAN10%
  • TRANSAMERICA LIFE INSURANCE COMPANY10%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $520K4 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • ALKEME INSURANCE SERVICES INC39%
  • AXIAL BENEFITS GROUP LLC33%
  • ALKEME INS SERVICES INC26%
  • MERCER HEALTH AND BENEFITS, LLC2%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $25K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COVERYS 401(K) RETIREMENT PLAN

401k

Assets$186.5M
Participants767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDICAL PROFESSIONAL MUTUAL INSURANCE COMPANY EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$520K
Covered lives579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COVERYS 401(K) RETIREMENT PLAN401k$186.5M7672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDICAL PROFESSIONAL MUTUAL INSURANCE COMPANY EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$520K5792025
Retirement plans
Welfare plans
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