Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Life$96K
- Long-term disability$96K
- Other$96K
Sponsor portfolio
MONROE GROUP, LTD.
EIN 32-0589349real estateLatest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$2.4M premiums
Participants
649
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 584 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- WOODRUFF-SAWYER & CO100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONROE GROUP 401(K) PLAN
401k
Assets$5.8M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONROE GROUP, LTD HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.4M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONROE GROUP 401(K) PLAN | 401k | $5.8M | 348 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONROE GROUP, LTD HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.4M | 584 | 2025 |
Retirement plans
Welfare plans