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Sponsor portfolioTH

MDRC

EIN 23-7379473-research-Latest filing 2025
Plans
3
Retirement
2
$111.5M assets
Welfare
1
$273K premiums
Participants
1,240
200 VESEY STREET, 23RD FLOOR - NEW YORK, NY 10281212-340-8813mdrc.orgLinkedIn201-500 employeesresearch
Plans on this EIN
3 filings
#002403b-$64.8M - 523 part#001MoneyPurchase-$46.6M - 475 part#510Mixed-$273K - 299 lives

Retirement portfolio analytics

2 plans aggregated / $111.5M assets / 998 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • MDRC Savings (#002)58%
  • MDRC PENSION (#001)42%
Total $111.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MDRC Savings (#002)523
  • MDRC PENSION (#001)475
Total 998Click row to drill in

Benefits portfolio analytics

1 plan / $273K premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$253K
  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • Vision$20K
Total $273K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK85%
  • EYEMED VISION CARE7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • CORPORATE COUNSELING ASSOCIATES, INC.3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $273K5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • MMG AGENCY INC.1%
  • E. G. BOWMAN1%
Total $29K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MDRC SAVINGS PLAN

403b

Assets$64.8M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MDRC PENSION PLAN

MoneyPurchase

Assets$46.6M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MDRC HEALTH AND WELFARE PLAN

Mixed - STANDARD LIFE INSURANCE COMPANY OF NEW YORK

Premiums$273K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MDRC SAVINGS PLAN403b$64.8M5232024
001MDRC PENSION PLANMoneyPurchase$46.6M4752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MDRC HEALTH AND WELFARE PLANMixedSTANDARD LIFE INSURANCE COMPANY OF NEW YORK$273K2992025
Retirement plans
Welfare plans
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