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  2. MATHEMATICA GROUP HOLDING INC.
Sponsor portfolioTH

MATHEMATICA GROUP HOLDING INC.

EIN 22-2675420-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$758.0M assets
Welfare
1
$3.5M premiums
Participants
6,138
600 ALEXANDER PARK, PO BOX 2393 - PRINCETON, NJ 085402393609-799-3535
Plans on this EIN
3 filings
#002401k-$477.5M - 2,372 part#003ESOP-$280.5M - 1,903 part#510Mixed-$3.5M - 1,863 lives

Retirement portfolio analytics

2 plans aggregated / $758.0M assets / 4,275 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#002)63%
  • EMPLOYEE STOCK OWNERSHIP (#003)37%
Total $758.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY63%
  • (Not disclosed)37%
Total $758.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)2,372
  • EMPLOYEE STOCK OWNERSHIP (#003)1,903
Total 4,275Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 1,863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Health$1.5M
  • Prescription drug$1.5M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Life$575K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • HARTFORD LIFE AND ACCIDENT31%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN4%
  • TALKSPACE3%
  • +1 more
Total $3.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • BUSINESSOLVER.COM, INC.2%
Total $105K2 slices

Plan deep-dives

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

MATHEMATICA GROUP HOLDING INC. PROFIT SHARING PLAN

401k

Assets$477.5M
Participants2,372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MATHEMATICA GROUP HOLDING INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$280.5M
Participants1,903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MATHEMATICA GROUP HOLDING INC. FLEXIBLE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Premiums$3.5M
Covered lives1,863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MATHEMATICA GROUP HOLDING INC. PROFIT SHARING PLAN401k$477.5M2,3722024
003MATHEMATICA GROUP HOLDING INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$280.5M1,9032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MATHEMATICA GROUP HOLDING INC. FLEXIBLE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$3.5M1,8632024
Retirement plans
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