Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $9.4M assets / 258 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.6M premiums / 496 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - HIGHMARK INC
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE MARTZ GROUP 401(K) PLAN | 401(k) | $6.5M | 135 | 2025 |
| #003 | FRANK MARTZ COACH COMPANY UNION EMPLOYEES' 401(K) PLAN | 401(k) | $2.9M | 123 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FRANK MARTZ COACH COMPANY SECTION 125 PLAN | Mixed | HIGHMARK INC | $1.5M | 229 | 2025 |
| #501 | FRANK MARTZ COACH COMPANY GROUP HEALTH AND WELFARE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $170K | 267 | 2025 |