Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Health$1.6M
- Prescription drug$1.6M
- Vision$122K
- Life$122K
- Long-term disability$122K
- +1 more
Sponsor portfolio
MONTE SAN RESEARCH CORPORTATION
EIN 27-0649002defense & spaceLatest filing 2025
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$1.8M premiums
Participants
305
700 BOULEVARD SOUTH SW STE 500 - HUNTSVILLE, AL 358022108256-937-2444LinkedIn1-10 employeesdefense & space
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 328 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
- PRINCIPAL LIFE INSURANCE COMPANY5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
95%top
- HIGGINBOTHAM INS AGENCY INC95%
- WRM GROUP LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTE SANO RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$35.7M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MONTE SANO RESEARCH CORPORATION BENEFITS PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.8M
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTE SANO RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $35.7M | 157 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MONTE SANO RESEARCH CORPORATION BENEFITS PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $1.8M | 328 | 2025 |
Retirement plans
Welfare plans