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Sponsor portfolio

THE MANAGEMENT ASSOCIATION

EIN 20-3911881-Latest filing 2025
Plans
3
Retirement
2
$61.4M assets
Welfare
1
$1.1M premiums
Participants
2,459
5 PETERS CANYON ROAD - IRVINE, CA 92606714-285-2626
Plans on this EIN
3 filings
#002ESOP-$46.1M - 885 part#001401k-$15.3M - 799 part#501Fully Insured-$1.1M - 769 lives

Retirement portfolio analytics

2 plans aggregated / $61.4M assets / 1,684 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • ASSOCIATION, INC. ESOP (#002)75%
  • EMPLOYEE 401(K) Savings (#001)25%
Total $61.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION, INC. ESOP (#002)885
  • EMPLOYEE 401(K) Savings (#001)799
Total 1,684Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 769 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$838K
  • Prescription drug$838K
  • Dental$293K
  • Vision$293K
  • Life$293K
  • Short-term disability$293K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • SUN LIFE ASSURANCE COMPANY OF CANADA26%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $75K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE MANAGEMENT ASSOCIATION, INC. ESOP

ESOP

Assets$46.1M
Participants885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE MANAGEMENT TRUST EMPLOYEE 401(K) SAVINGS PLAN

401k

Assets$15.3M
Participants799
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MANAGEMENT ASSOCIATION WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.1M
Covered lives769
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MANAGEMENT ASSOCIATION, INC. ESOPESOP$46.1M8852024
001THE MANAGEMENT TRUST EMPLOYEE 401(K) SAVINGS PLAN401k$15.3M7992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MANAGEMENT ASSOCIATION WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.1M7692025
Retirement plans
Welfare plans
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