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  2. MOTT MACDONALD GROUP, INC.
Sponsor portfolio

MOTT MACDONALD GROUP, INC.

EIN 22-3789761-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
1
$489.4M assets
Welfare
1
$2.2M premiums
Participants
5,146
111 WOOD AVENUE SOUTH, SUITE 500 - ISELIN, NJ 08830973-912-2502LinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$489.4M - 3,384 part#501Mixed-$2.2M - 2,241 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.0M
  • Long-term disability$500K
  • Vision$278K
  • Health$240K
  • Prescription drug$240K
  • Other$130K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA76%
  • VISION SERVICE PLAN13%
  • KAISER FOUNDATION HEALTH PLAN INC11%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $232K1 slice

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$2.2M
Covered lives2,241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTT MACDONALD 401(K) PLAN401k$489.4M3,3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOTT MACDONALD GROUP, INC. HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.2M2,2412024
Retirement plans
Welfare plans
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