Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $60.0M assets / 735 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $5.1M premiums / 808 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MOSURE & SYRAKIS 401(K) PROFIT SHARING TRUST | 401(k) | $51.2M | 522 | 2025 |
| #002 | MS CONSULTANTS, INC. ESOP PROFIT SHARING/STOCK BONUS PLAN | ESOP | $8.8M | 213 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MS CONSULTANTS, INC. FLEXIBLE SPENDING PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.1M | 808 | 2025 |