Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MONRO, INC.
EIN 16-0838627automotiveLatest filing 2025
Plans
3
Retirement
2
$98.8M assets
Welfare
1
$6.8M premiums
Participants
14,159
295 WOODCLIFF DRIVE SUITE 202 - FAIRPORT, NY 14450585-647-6400monro.comLinkedIn5001-10000 employeesautomotive
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $98.8M assets / 7,515 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.8M premiums / 12,206 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.3M
- Short-term disability$3.3M
- Long-term disability$3.3M
- Health$2.6M
- Prescription drug$2.6M
- Other$646K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
49%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
- KAISER FOUNDATION HEALTH PLAN INC39%
- RELIASTAR LIFE INSURANCE COMPANY10%
- AETNA LIFE INSURANCE COMPANY2%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
51%top
- USI INSURANCE SERVICES LLC51%
- HODGES-MACE BENEFITS GRP INC47%
- BENEFITFOCUS.COM, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONRO, INC. 401(K) PLAN
401k
Assets$82.2M
Participants6,939
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONRO, INC. PENSION PLAN
TraditionalDB
Assets$16.6M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONRO, INC. WELFARE BENEFIT PLAN
Mixed - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Premiums$6.8M
Covered lives12,206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONRO, INC. 401(K) PLAN | 401k | $82.2M | 6,939 | 2025 | |
| 002 | MONRO, INC. PENSION PLAN | TraditionalDB | $16.6M | 576 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONRO, INC. WELFARE BENEFIT PLAN | Mixed | LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | $6.8M | 12,206 | 2024 |
Retirement plans
Welfare plans