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Sponsor portfolioTH

M&R STRATEGIC SERVICES, INC.

EIN 13-3588025-Latest filing 2025
Plans
3
Retirement
1
$29.0M assets
Welfare
2
$181K premiums
Participants
588
1101 CONNECTICUT AVENUE, 7TH FLOOR - WASHINGTON, DC 20036202-478-6181
Plans on this EIN
3 filings
#002401k-$29.0M - 269 part#503Fully Insured-$135K - 200 lives#504Mixed-$47K - 162 lives

Benefits portfolio analytics

2 plans / $181K premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$135K
  • Life$47K
  • Long-term disability$47K
  • Other$47K
Total $181K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY74%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY26%
Total $181K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • USI INSURANCE SERVICES LLC67%
  • KELLY & ASSOCIATES INSURANCE GROUP33%
Total $24K2 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

M&R STRATEGIC SERVICES, INC. 401(K) PLAN

401k

Assets$29.0M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

M&R STRATEGIC SERVICES, INC MEDICAL, DENTAL & VISION PLANS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$135K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

M&R STRATEGIC SERVICES, INC. ANCILLARY BENEFIT PLANS

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$47K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002M&R STRATEGIC SERVICES, INC. 401(K) PLAN401k$29.0M2692024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503M&R STRATEGIC SERVICES, INC MEDICAL, DENTAL & VISION PLANSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$135K2002025
504M&R STRATEGIC SERVICES, INC. ANCILLARY BENEFIT PLANSMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$47K1622025
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