PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Modern Group Ltd.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Modern Group Ltd.

EIN 23-2116893-machinery-Latest filing 2025
Plans
3
Retirement
2
$54.5M assets
Health & Benefits
1
$3.1M premiums
Participants
1,079
2501 DURHAM RD - BRISTOL, PA 190070710215-943-9100moderngroup.comLinkedIn201-500 employeesmachinery
Plans on this EIN
3 filings
#002401(k)-$40.5M - 406 part#001ESOP-$14.0M - 417 part#502Fully insured-$3.1M - 343 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $54.5M assets / 823 participants

Assets by plan

Share of aggregate retirement assets

  • LTD. EMPLOYEE Savings (#002)$40.5M
  • EMPLOYEE STOCK OWNERSHIP (#001)$14.0M
Total $54.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • THE VANGUARD GROUP, INC.$40.5M
  • (Not disclosed)$14.0M
Total $54.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)417
  • LTD. EMPLOYEE Savings (#002)406
Total 823Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 343 covered lives

Coverage 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
Total $3.1M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN

401(k)

Assets$40.5M
Participants406
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MODERN GROUP LTD. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.0M
Participants417
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MODERN GROUP HEALTH & WELFARE BENEFITS PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives343
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN401(k)$40.5M4062025
#001MODERN GROUP LTD. EMPLOYEE STOCK OWNERSHIP PLANESOP$14.0M4172025
  • MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN$40.5M
    #002 · 401(k) · 2025406
  • MODERN GROUP LTD. EMPLOYEE STOCK OWNERSHIP PLAN$14.0M
    #001 · ESOP · 2025417

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MODERN GROUP HEALTH & WELFARE BENEFITS PLANFully insuredAETNA LIFE INSURANCE COMPANY$3.1M3432025
  • MODERN GROUP HEALTH & WELFARE BENEFITS PLAN$3.1M
    #502 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025343
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica