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Sponsor portfolio

MANAGEMENT OF TRANSPORTATION SERVICES, INC.

EIN 04-3013630-transportation/trucking/railroad-Latest filing 2025
Plans
5
Retirement
4
$10.2M assets
Welfare
1
$1.6M premiums
Participants
195
1427R WATER STREET - FITCHBURG, MA 01420978-345-7711LinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
5 filings
#001TraditionalDB-$3.7M - 20 part#005TraditionalDB-$3.1M - 15 part#004401k-$2.2M - 9 part#002401k-$1.1M - 54 part#501Fully Insured-$1.6M - 110 lives

Retirement portfolio analytics

4 plans aggregated / $10.2M assets / 98 participants

Assets by plan

Share of aggregate retirement assets

36%top
  • INC. UNION/MART PENSION (#001)36%
  • MTS, INC. PENSION (#005)30%
  • PROFIT SHARING PLAN (#004)22%
  • MTS 401(K) (#002)11%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MTS 401(K) (#002)54
  • INC. UNION/MART PENSION (#001)20
  • MTS, INC. PENSION (#005)15
  • PROFIT SHARING PLAN (#004)9
Total 98Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$53K
  • Long-term disability$33K
  • Life$21K
  • Other$21K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA3%
  • EYEMED VISION CARE0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $37K1 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

MANAGEMENT OF TRANSPORTATION SERVICES, INC. UNION/MART PENSION PLAN

TraditionalDB

Assets$3.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MTS, INC. PENSION PLAN

TraditionalDB

Assets$3.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MTS PROFIT SHARING PLAN

401k

Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MTS 401(K) PLAN

401k

Assets$1.1M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MANAGEMENT OF TRANSPORTATION SERVICES HEALTH AND WELFARE PLAN

Fully Insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG. INC.

Premiums$1.6M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001MANAGEMENT OF TRANSPORTATION SERVICES, INC. UNION/MART PENSION PLANTraditionalDB$3.7M202025
005MTS, INC. PENSION PLANTraditionalDB$3.1M152025
004MTS PROFIT SHARING PLAN401k$2.2M92025
002MTS 401(K) PLAN401k$1.1M542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MANAGEMENT OF TRANSPORTATION SERVICES HEALTH AND WELFARE PLANFully InsuredTUFTS ASSOCIATED HEALTH MAINTENANCE ORG. INC.$1.6M1102024
Retirement plans
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