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Sponsor portfolio

THE MCGREGOR FOUNDATION

EIN 34-0714356-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$219K premiums
Participants
985
14900 PRIVATE DRIVE - EAST CLEVELAND, OH 44112216-268-8398mcgregoramasa.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#003403b-$8.2M - 550 part#502Mixed-$219K - 435 lives

Benefits portfolio analytics

1 plan / $219K premiums / 435 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$143K
  • Short-term disability$143K
  • Long-term disability$143K
  • Other$143K
  • Dental$76K
  • Vision$76K
Total $219K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY65%
  • UNITEDHEALTHCARE INSURANCE COMPANY35%
Total $219K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $33K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE MCGREGOR RETIREMENT SAVINGS PLAN

403b

Assets$8.2M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE MCGREGOR FOUNDATION EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$219K
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE MCGREGOR RETIREMENT SAVINGS PLAN403b$8.2M5502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE MCGREGOR FOUNDATION EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$219K4352025
Retirement plans
Welfare plans
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