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  2. METCUT RESEARCH ASSOCIATES INC.
Sponsor portfolioTH

METCUT RESEARCH ASSOCIATES INC.

EIN 31-0599320-Latest filing 2025
Plans
5
Retirement
2
$51.8M assets
Welfare
3
$1.7M premiums
Participants
687
3980 ROSSLYN DRIVE - CINCINNATI, OH 452091110513-271-5100
Plans on this EIN
5 filings
#003ESOP-$33.3M - 180 part#004401k-$18.4M - 200 part#501Fully Insured-$1.6M - 319 lives#503Fully Insured-$104K - 212 lives#504Fully Insured-$1K - 149 lives

Retirement portfolio analytics

2 plans aggregated / $51.8M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEE STOCK OWNERSHIP (#003)64%
  • INC. INCENTIVE Savings (#004)36%
Total $51.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INCENTIVE Savings (#004)200
  • EMPLOYEE STOCK OWNERSHIP (#003)180
Total 380Click row to drill in

Benefits portfolio analytics

3 plans / $1.7M premiums / 680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$104K
  • Long-term disability$104K
  • Other$104K
  • Dental$77K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MEDICAL MUTUAL89%
  • AMERICAN UNITED LIFE INSURANCE COMPANY6%
  • AMERITAS LIFE INSURANCE CORP.4%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • HORAN ASSOCIATES INC.59%
  • HUB INTERNATIONAL MIDWEST LIMITED38%
  • WATCHTOWER BENEFITS, LLC3%
Total $69K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

METCUT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$33.3M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

METCUT RESEARCH ASSOCIATES INC. INCENTIVE SAVINGS PLAN

401k

Assets$18.4M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METCUT RESEARCH ASSOCIATES INC. HEALTH BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$1.6M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

METCUT RESEARCH ASSOCIATES INC. LIFE & AD & D

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$104K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

METCUT RESEARCH ASSOCIATES INC LONG-TERM DISABILITY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$1K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003METCUT EMPLOYEE STOCK OWNERSHIP PLANESOP$33.3M1802024
004METCUT RESEARCH ASSOCIATES INC. INCENTIVE SAVINGS PLAN401k$18.4M2002024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METCUT RESEARCH ASSOCIATES INC. HEALTH BENEFIT PLANFully InsuredMEDICAL MUTUAL OF OHIO$1.6M3192025
503METCUT RESEARCH ASSOCIATES INC. LIFE & AD & DFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$104K2122025
504METCUT RESEARCH ASSOCIATES INC LONG-TERM DISABILITY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$1K1492024
Retirement plans
Welfare plans
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