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Sponsor portfolio

MOUNT AIRY #1, LLC

EIN 20-1454362-real estate-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$819K premiums
Participants
1,403
312 WOODLAND ROAD - MT. POCONO, PA 18344570-243-5141LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$16.0M - 1,011 part#501Mixed-$819K - 629 lives

Benefits portfolio analytics

1 plan / $819K premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$359K
  • Other$347K
  • Long-term disability$83K
  • Life$46K
  • Dental$21K
  • Short-term disability$9K
Total $819K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY54%
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY44%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • EVEREST REINSURANCE COMPANY0%
  • +1 more
Total $819K6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • UNIVERSAL EMPLOYEE BENEFITS SOLUTIO73%
  • FMLASOURCE INC27%
Total $35K2 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

MOUNT AIRY #1, LLC RETIREMENT SAVINGS PLAN

401k

Assets$16.0M
Participants1,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNT AIRY 1, LLC DBA MOUNT AIRY CASINO RESORT PLAN

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$819K
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNT AIRY #1, LLC RETIREMENT SAVINGS PLAN401k$16.0M1,0112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNT AIRY 1, LLC DBA MOUNT AIRY CASINO RESORT PLANMixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$819K6292025
Retirement plans
Welfare plans
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