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Sponsor portfolio

MONTI, INC.

EIN 31-0811428-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$317K premiums
Participants
909
333 WEST SEYMOUR AVENUE - CINCINNATI, OH 45216513-765-7775monti-inc.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$27.2M - 435 part#501Mixed-$317K - 629 lives

Benefits portfolio analytics

1 plan / $317K premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$173K
  • Vision$173K
  • Life$143K
  • Short-term disability$143K
  • Other$143K
Total $317K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • COMMUNITY INSURANCE COMPANY55%
  • ANTHEM LIFE INSURANCE COMPANY45%
Total $317K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONTI, INC. SAVINGS AND INCENTIVE PLAN & TRUST

401k

Assets$27.2M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTI, INC. HEALTH AND WELFARE PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$317K
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTI, INC. SAVINGS AND INCENTIVE PLAN & TRUST401k$27.2M4352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTI, INC. HEALTH AND WELFARE PLANMixedCOMMUNITY INSURANCE COMPANY$317K6292025
Retirement plans
Welfare plans
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