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Sponsor portfolio

MNTN, INC.

EIN 26-4741839-Latest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$7.8M premiums
Participants
1,135
823 CONGRESS AVENUE, SUITE 1827 - AUSTIN, TX 78768877-978-3354
Plans on this EIN
2 filings
#001401k-$30.5M - 590 part#501Mixed-$7.8M - 874 lives

Benefits portfolio analytics

1 plan / $7.8M premiums / 874 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Prescription drug$7.3M
  • Other$503K
  • Life$301K
  • Short-term disability$301K
  • Long-term disability$301K
Total $7.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • MODERN HEALTH2%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $7.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ABD INS. AND FINANCIAL SVCS., INC.93%
  • SEQUOIA BENEFITS & INS SVCS LLC7%
Total $333K2 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

MNTN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$30.5M
Participants590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MNTN, INC. HEALTH & WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$7.8M
Covered lives874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MNTN 401(K) PROFIT SHARING PLAN & TRUST401k$30.5M5902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MNTN, INC. HEALTH & WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$7.8M8742025
Retirement plans
Welfare plans
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