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Sponsor portfolio

MDRS HOLDINGS, INC.

EIN 33-0848197-Latest filing 2025
Plans
3
Retirement
2
$12.5M assets
Welfare
1
$549K premiums
Participants
1,015
13520 EVENING CREEK DRIVE N - SAN DIEGO, CA 92128858-751-0900
Plans on this EIN
3 filings
#001401k-$6.6M - 592 part#003ESOP-$5.9M - 423 part#501Fully Insured-$549K - 327 lives

Retirement portfolio analytics

2 plans aggregated / $12.5M assets / 1,015 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#001)53%
  • EMPLOYEE STOCK OWNERSHIP (#003)47%
Total $12.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)592
  • EMPLOYEE STOCK OWNERSHIP (#003)423
Total 1,015Click row to drill in

Benefits portfolio analytics

1 plan / $549K premiums / 327 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$544K
  • Prescription drug$544K
  • Dental$392K
  • Vision$392K
  • Other$5K
Total $549K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $549K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ART HAUSER INSURANCE INC83%
  • HAUSER INC12%
  • REUBEN WARNER ASSOCIATES, INC.4%
  • CENTRO BENEFITS RESEARCH LLC1%
Total $27K4 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

MDRS HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.6M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SPINE & SPORT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.9M
Participants423
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MDRS HOLDINGS, INC. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$549K
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MDRS HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401k$6.6M5922024
003SPINE & SPORT EMPLOYEE STOCK OWNERSHIP PLANESOP$5.9M4232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MDRS HOLDINGS, INC. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$549K3272025
Retirement plans
Welfare plans
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