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Sponsor portfolio

MITCHELL MARTIN INC.

EIN 13-3591013-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
2
$86.8M assets
Welfare
1
$4.0M premiums
Participants
2,877
550 7TH AVENUE, 16TH FLOOR - NEW YORK, NY 10018212-943-1404mitchellmartin.comLinkedIn501-1000 employeesstaffing and recruiting
Plans on this EIN
3 filings
#001401k-$56.3M - 1,863 part#002ESOP-$30.5M - 748 part#501Fully Insured-$4.0M - 941 lives

Retirement portfolio analytics

2 plans aggregated / $86.8M assets / 2,611 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • EMPLOYEE STOCK OWNERSHIP (#002)35%
Total $86.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1,863
  • EMPLOYEE STOCK OWNERSHIP (#002)748
Total 2,611Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 941 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$3.8M
  • Vision$3.8M
  • Other$218K
  • Life$189K
  • Short-term disability$132K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • COMPANION LIFE INSURANCE COMPANY1%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • NATIONAL BENEFITS GROUP14%
  • PAYCOM PAYROLL LLC2%
  • HOUCHENS INSURANCE GROUP INC1%
Total $165K4 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

MITCHELL MARTIN INC. 401(K) PROFIT SHARING PLAN

401k

Assets$56.3M
Participants1,863
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MITCHELL/MARTIN INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$30.5M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MITCHELL MARTIN, INC.

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.0M
Covered lives941
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MITCHELL MARTIN INC. 401(K) PROFIT SHARING PLAN401k$56.3M1,8632024
002MITCHELL/MARTIN INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$30.5M7482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MITCHELL MARTIN, INC.Fully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.0M9412025
Retirement plans
Welfare plans
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