Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
MAURER & SCOTT, INC.
EIN 23-1442375mining & metalsLatest filing 2024
Plans
3
Retirement
2
$7.5M assets
Welfare
1
$42K premiums
Participants
463
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 245 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $42K premiums / 218 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$27K
- Other$27K
- Vision$15K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA63%
- LIFE INSURANCE COMPANY OF NORTH AMERICA37%
Broker market share
Schedule A broker compensation
71%top
- THE EQUINOX AGENCY LLC71%
- JAMES R NELLIGAN & ASSOCIATES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MAURER & SCOTT 401(K) PLAN
401k
Assets$5.6M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
MAURER & SCOTT 401(K) PLAN FOR HOURLY EES
401k
Assets$1.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MAURER & SCOTT INC. HEALTH PROTECTION PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$42K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MAURER & SCOTT 401(K) PLAN | 401k | $5.6M | 97 | 2024 | |
| 005 | MAURER & SCOTT 401(K) PLAN FOR HOURLY EES | 401k | $1.9M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAURER & SCOTT INC. HEALTH PROTECTION PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $42K | 218 | 2024 |
Retirement plans
Welfare plans