Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.0M
- Dental$890K
- Life$360K
- Other$320K
- Short-term disability$302K
- Long-term disability$244K
- +1 more
Sponsor portfolio
MCR INVESTORS LLC
EIN 20-5345817investment bankingLatest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$4.3M premiums
Participants
7,038
3200 OLYMPUS BOULEVARD, SUITE 400 - DALLAS, TX 75019972-366-7049LinkedIn501-1000 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 6,416 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- UNITEDHEALTHCARE INSURANCE COMPANY46%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
- UNITED HEALTHCARE INSURANCE COMPANY26%
Broker market share
Schedule A broker compensation
55%top
- BROWN & BROWN INSURANCE SERVICES55%
- THE PLEXUS GROUPE LLC25%
- HAYS COMPANIES, INC.20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCR 401(K) PLAN
401k
Assets$29.0M
Participants3,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCR INVESTORS LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITED HEALTHCARE
Premiums$4.3M
Covered lives6,416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCR 401(K) PLAN | 401k | $29.0M | 3,898 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCR INVESTORS LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE | $4.3M | 6,416 | 2025 |
Retirement plans
Welfare plans