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Sponsor portfolio

MID ATLANTIC CAPITAL GROUP

EIN 25-1442940-investment banking-Latest filing 2025
Plans
2
Retirement
1
$70.8M assets
Welfare
1
$1.0M premiums
Participants
1,834
1251 WATERFRONT PLACE, SUITE 525 - PITTSBURGH, PA 15222412-391-7077LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$70.8M - 985 part#501Mixed-$1.0M - 1,275 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$531K
  • Other$411K
  • Life$323K
  • Long-term disability$323K
  • Vision$82K
  • Short-term disability$6K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA32%
  • RELIASTAR LIFE INSURANCE COMPANY9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • ASSUREDPARTNERS49%
  • HUB INTERNATIONAL MIDWEST LIMITED44%
  • BENE RE LLC7%
Total $101K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN

401k

Assets$70.8M
Participants985
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MID ATLANTIC CAPITAL GROUP EMPLOYEE BENEFIT PLAN

Mixed - HIGHMARK, INC.

Premiums$1.0M
Covered lives1,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN401k$70.8M9852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MID ATLANTIC CAPITAL GROUP EMPLOYEE BENEFIT PLANMixedHIGHMARK, INC.$1.0M1,2752025
Retirement plans
Welfare plans
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