Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$887K
- Short-term disability$749K
- Life$579K
- Long-term disability$579K
Sponsor portfolio
MATHIS BROS. OKLAHOMA CITY, LLC
EIN 20-0509563furnitureLatest filing 2025
Plans
2
Retirement
1
$78.3M assets
Welfare
1
$1.7M premiums
Participants
3,710
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 1,670 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- SYMETRA LIFE INSURANCE COMPANY51%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
Broker market share
Schedule A broker compensation
57%top
- ALLIANT INSURANCE SERVICES, INC.57%
- GIS BENEFITS INC28%
- BRANDON PENKO15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MATHIS BROTHERS 401(K) PLAN
401k
Assets$78.3M
Participants2,802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MATHIS BROTHERS EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE
Premiums$1.7M
Covered lives1,670
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MATHIS BROTHERS 401(K) PLAN | 401k | $78.3M | 2,802 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MATHIS BROTHERS EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE | $1.7M | 1,670 | 2025 |
Retirement plans
Welfare plans