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Sponsor portfolioTH

METROPOLITAN FAMILY SERVICES

EIN 36-2167940-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$47.4M assets
Welfare
1
$614K premiums
Participants
3,158
101 NORTH WACKER DRIVE, SUITE 1700 - CHICAGO, IL 60606312-986-4150metrofamily.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#005401k-$41.8M - 1,911 part#003TraditionalDB-$5.6M - 138 part#501Mixed-$614K - 1,538 lives

Retirement portfolio analytics

2 plans aggregated / $47.4M assets / 2,049 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • FAMILY SERVICES 401(K) (#005)88%
  • SERVICES EMPLOYEES' PENSION (#003)12%
Total $47.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • NEWPORT GROUP, INC.88%
  • (Not disclosed)12%
Total $47.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY SERVICES 401(K) (#005)1,911
  • SERVICES EMPLOYEES' PENSION (#003)138
Total 2,049Click row to drill in

Benefits portfolio analytics

1 plan / $614K premiums / 1,538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$390K
  • Long-term disability$390K
  • Other$390K
  • Dental$141K
  • Vision$83K
Total $614K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA64%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
  • VISION SERVICE PLAN13%
Total $614K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
  • IMG0%
Total $75K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

METROPOLITAN FAMILY SERVICES 401(K) PLAN

401k

Assets$41.8M
Participants1,911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

METROPOLITAN FAMILY SERVICES EMPLOYEES' PENSION

TraditionalDB

Assets$5.6M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METROPOLITAN FAMILY SERVICES BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$614K
Covered lives1,538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005METROPOLITAN FAMILY SERVICES 401(K) PLAN401k$41.8M1,9112025
003METROPOLITAN FAMILY SERVICES EMPLOYEES' PENSIONTraditionalDB$5.6M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METROPOLITAN FAMILY SERVICES BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$614K1,5382024
Retirement plans
Welfare plans
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