Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MODERN GROUP LTD.
EIN 23-2116893machineryLatest filing 2025
Plans
3
Retirement
2
$54.5M assets
Welfare
1
$3.1M premiums
Participants
1,079
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $54.5M assets / 823 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- THE VANGUARD GROUP, INC.74%
- (Not disclosed)26%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 343 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$2.9M
- Vision$2.9M
- Other$203K
- Short-term disability$195K
- Life$178K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- LEGALPLANS, USA0%
Broker market share
Schedule A broker compensation
91%top
- MARSH & MCLENNAN AGENCY LLC91%
- JAMES R NELLIGAN & ASSOCIATES LLC6%
- WILLIAM A GRAHAM COMPANY3%
- NELLIGAN0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN
401k
Assets$40.5M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MODERN GROUP LTD. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.0M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MODERN GROUP HEALTH & WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN | 401k | $40.5M | 406 | 2025 | |
| 001 | MODERN GROUP LTD. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.0M | 417 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MODERN GROUP HEALTH & WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.1M | 343 | 2025 |
Retirement plans
Welfare plans