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Sponsor portfolio

MACKENZIE-CHILDS, LLC

EIN 26-2208550-retail-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$109K premiums
Participants
468
3260 ROUTE 90 - AURORA, NY 13026315-364-7127mackenzie-childs.comLinkedIn201-500 employeesretail
Plans on this EIN
2 filings
#001401k-$9.7M - 257 part#550Mixed-$109K - 237 lives

Benefits portfolio analytics

1 plan / $109K premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$34K
  • Dental$31K
  • Vision$31K
  • Life$18K
  • Long-term disability$14K
  • Other$13K
Total $109K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY44%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
  • COMPANION LIFE INSURANCE COMPANY16%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $109K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ROBERT G. RELPH AGENCY, INC.86%
  • GCG FINANCIAL LLC14%
Total $17K2 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

MACKENZIE-CHILDS 401(K) PLAN

401k

Assets$9.7M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

MACKENZIE-CHILDS WELFARE BENEFITS PLAN

Mixed - MUTUAL OF OMAHA INSURANCE COMPANY

Premiums$109K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACKENZIE-CHILDS 401(K) PLAN401k$9.7M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550MACKENZIE-CHILDS WELFARE BENEFITS PLANMixedMUTUAL OF OMAHA INSURANCE COMPANY$109K2372025
Retirement plans
Welfare plans
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