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  2. MCGOHAN BRABENDER, INC.
Sponsor portfolio

MCGOHAN BRABENDER, INC.

EIN 31-1191330-Latest filing 2025
Plans
3
Retirement
2
$74.4M assets
Welfare
1
$2.1M premiums
Participants
1,093
3931 SOUTH DIXIE DRIVE - DAYTON, OH 454392321937-293-1600
Plans on this EIN
3 filings
#001401k-$61.6M - 447 part#002ESOP-$12.8M - 248 part#501Mixed-$2.1M - 416 lives

Retirement portfolio analytics

2 plans aggregated / $74.4M assets / 695 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • EMPLOYEE STOCK OWNERSHIP (#002)17%
Total $74.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • MILLIMAN, INC.83%
  • (Not disclosed)17%
Total $74.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)447
  • EMPLOYEE STOCK OWNERSHIP (#002)248
Total 695Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Prescription drug$884K
  • Stop-loss$856K
  • Life$149K
  • Short-term disability$149K
  • Long-term disability$149K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • RXBENEFITS, INC.41%
  • HCC LIFE INSURANCE COMPANY40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • EYEMED VISION CARE2%
  • CURALINC HEALTHCARE1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MARSH & MCLENNAN AGENCY LLC68%
  • RXBENEFITS, INC.32%
Total $11K2 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

MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN

401k

Assets$61.6M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MCGOHAN BRABENDER EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.8M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCGOHAN BRABENDER, INC. EMPLOYEE BENEFIT PLAN

Mixed - RXBENEFITS

Premiums$2.1M
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN401k$61.6M4472024
002MCGOHAN BRABENDER EMPLOYEE STOCK OWNERSHIP PLANESOP$12.8M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCGOHAN BRABENDER, INC. EMPLOYEE BENEFIT PLANMixedRXBENEFITS$2.1M4162025
Retirement plans
Welfare plans
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