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Sponsor portfolio

THE MODEL GROUP, INC.

EIN 31-0931780-real estate-Latest filing 2025
Plans
4
Retirement
2
$25.0M assets
Welfare
2
$206K premiums
Participants
570
1826 RACE STREET, 3RD FLOOR - CINCINNATI, OH 45202513-559-0048LinkedIn51-200 employeesreal estate
Plans on this EIN
4 filings
#002ESOP-$15.3M - 154 part#001401k-$9.7M - 164 part#502Mixed-$186K - 224 lives#503Fully Insured-$21K - 223 lives

Retirement portfolio analytics

2 plans aggregated / $25.0M assets / 318 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#002)61%
  • GROUP, INC. 401(K) (#001)39%
Total $25.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)164
  • EMPLOYEE STOCK OWNERSHIP (#002)154
Total 318Click row to drill in

Benefits portfolio analytics

2 plans / $206K premiums / 447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$78K
  • Short-term disability$48K
  • Other$46K
  • Long-term disability$34K
  • Life$28K
  • Vision$21K
Total $206K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY62%
  • RELIANCEMATRIX28%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $206K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • HUB INTERNATIONAL MIDWEST LIMITED53%
  • GIS BENEFITS INC24%
  • HOME OFFICE TPA PAYS COMMISSION21%
  • MARK S METTILLE1%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS1%
  • +1 more
Total $41K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE MODEL GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE MODEL GROUP, INC. 401(K) PLAN

401k

Assets$9.7M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE MODEL GROUP, INC. LIFE AND DISABILITY PLAN

Mixed - RELIANCEMATRIX

Premiums$186K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE MODEL GROUP, INC. VISION PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$21K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MODEL GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$15.3M1542024
001THE MODEL GROUP, INC. 401(K) PLAN401k$9.7M1642025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE MODEL GROUP, INC. LIFE AND DISABILITY PLANMixedRELIANCEMATRIX$186K2242025
503THE MODEL GROUP, INC. VISION PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$21K2232025
Retirement plans
Welfare plans
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