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  2. BRIXEY & MEYER, INC.
Sponsor portfolioTH

BRIXEY & MEYER, INC.

EIN 30-0132514-accounting-Latest filing 2025
Plans
5
Retirement
1
$16.9M assets
Welfare
4
$752K premiums
Participants
243
2991 NEWMARK DRIVE - MIAMISBURG, OH 45342937-291-4110brixeyandmeyer.comLinkedIn51-200 employeesaccounting
Plans on this EIN
5 filings
#001401k-$16.9M - 154 part#505Fully Insured-$620K - 89 lives#504Fully Insured-$69K - 115 lives#502Fully Insured-$53K - 82 lives#503Fully Insured-$10K - 173 lives

Benefits portfolio analytics

4 plans / $752K premiums / 459 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$620K
  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • Other$69K
  • Dental$53K
  • +1 more
Total $752K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • HARTFORD LIFE AND ACCIDENT9%
  • SUPERIOR DENTAL CARE7%
  • EYEMED VISION CARE1%
Total $752K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • WATCHTOWER BENEFITS, LLC2%
Total $56K2 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

BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$16.9M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

BRIXEY & MEYER, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$620K
Covered lives89
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BRIXEY & MEYER LIFE AND DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$69K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BRIXEY & MEYER, INC DENTAL PLAN

Fully Insured - SUPERIOR DENTAL CARE

Premiums$53K
Covered lives82
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BRIXEY & MEYER, INC. VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$10K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN401k$16.9M1542024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505BRIXEY & MEYER, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$620K892025
504BRIXEY & MEYER LIFE AND DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$69K1152025
502BRIXEY & MEYER, INC DENTAL PLANFully InsuredSUPERIOR DENTAL CARE$53K822025
503BRIXEY & MEYER, INC. VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$10K1732025
Retirement plans
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