Assets by plan
Share of aggregate retirement assets
Filings through .
The Model Group, Inc.
EIN 31-0931780real estateLatest filing 2025
Plans
4
Retirement
2
$32.0M assets
Health & Benefits
2
$206K premiums
Participants
598
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $32.0M assets / 346 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE MODEL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.3M
Participants182
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE MODEL GROUP, INC. 401(K) PLAN
401(k)
Assets$9.7M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE MODEL GROUP, INC. LIFE AND DISABILITY PLAN
Mixed - RELIANCEMATRIX
Premiums$186K
Covered lives224
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
THE MODEL GROUP, INC. VISION PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$21K
Covered lives223
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE MODEL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.3M | 182 | 2025 |
| #001 | THE MODEL GROUP, INC. 401(K) PLAN | 401(k) | $9.7M | 164 | 2025 |
- #002 · ESOP · 2025182
- #001 · 401(k) · 2025164
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE MODEL GROUP, INC. LIFE AND DISABILITY PLAN | Mixed | RELIANCEMATRIX | $186K | 224 | 2025 |
| #503 | THE MODEL GROUP, INC. VISION PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $21K | 223 | 2025 |
- #502 · Mixed · RELIANCEMATRIX · 2025224
- #503 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025223
Retirement plans
Health & Benefits plans