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Sponsor portfolio

MEKETA INVESTMENTS GROUP

EIN 04-2659023-investment management-Latest filing 2025
Plans
2
Retirement
1
$56.3M assets
Welfare
1
$3.3M premiums
Participants
606
80 UNIVERSITY AVENUE - WESTWOOD, MA 02090781-471-3500meketa.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$56.3M - 337 part#501Fully Insured-$3.3M - 456 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$245K
  • Other$240K
  • Life$240K
  • Long-term disability$240K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • STANDARD INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA7%
  • VISION SERVICE PLAN1%
  • AETNA LIFE INSURANCE COMPANY0%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • GALLAGHER BENEFIT SERVICES, INC.86%
  • ALLIANT INSURANCE SERVICES, INC.14%
Total $139K2 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

MEKETA INVESTMENT GROUP, INC. PROFIT SHARING PLAN

401k

Assets$56.3M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEKETA INVESTMENTS GROUP CONSOLIDATED WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEKETA INVESTMENT GROUP, INC. PROFIT SHARING PLAN401k$56.3M3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEKETA INVESTMENTS GROUP CONSOLIDATED WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.3M4562025
Retirement plans
Welfare plans
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