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  1. Companies/
  2. Monarch Investment and Management Group

Filings through Oct 24, 2026.

Sponsor portfolio

Monarch Investment and Management Group

EIN 20-1188057-commercial real estate-Latest filing 2025
Plans
2
Retirement
1
$43.2M assets
Welfare
1
$1.2M premiums
Participants
6,221
2195 NORTH HIGHWAY 83 SUITE 14B - FRANKTOWN, CO 80116720-598-7776mimginvestment.comLinkedIn1001-5000 employeescommercial real estate
Plans on this EIN
2 filings
#001401(k)-$43.2M - 4,039 part#501Mixed-$1.2M - 2,240 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$771K
  • Short-term disability$771K
  • Dental$630K
  • Vision$169K
Total $1.7M5 rows
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Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONARCH INVESTMENT AND MANAGEMENT GROUP 401(K) PLAN

401(k)

Assets$43.2M
Participants4,039
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONARCH INVESTMENT AND MANAGEMENT GROUP HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.2M
Covered lives2,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONARCH INVESTMENT AND MANAGEMENT GROUP 401(K) PLAN401(k)$43.2M4,0392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONARCH INVESTMENT AND MANAGEMENT GROUP HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.2M2,2402025
Retirement plans
Welfare plans
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