Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Long-term disability$628K
- Vision$258K
- Health$168K
- Prescription drug$168K
- Other$141K
Sponsor portfolio
MOTT MACDONALD GROUP, INC.
EIN 22-3789761mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$489.4M assets
Welfare
1
$2.4M premiums
Participants
5,041
2633 CAMINO RAMON, SUITE 310 - SAN RAMON, CA 94583925-469-8010LinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 2,114 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA82%
- VISION SERVICE PLAN11%
- KAISER FOUNDATION HEALTH PLAN INC7%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOTT MACDONALD 401(K) PLAN
401k
Assets$489.4M
Participants3,384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOTT MACDONALD GROUP, INC. HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.4M
Covered lives2,114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOTT MACDONALD 401(K) PLAN | 401k | $489.4M | 3,384 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOTT MACDONALD GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.4M | 2,114 | 2025 |
Retirement plans
Welfare plans