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  2. Metropolitan Family Services
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Metropolitan Family Services

EIN 36-2167940-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$47.6M assets
Health & Benefits
1
$649K premiums
Participants
3,117
101 NORTH WACKER DRIVE - CHICAGO, IL 60606312-986-4150metrofamily.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#005401(k)-$41.8M - 1,911 part#003Traditional DB-$5.8M - 138 part#501Mixed-$649K - 1,525 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $47.6M assets / 2,049 participants

Assets by plan

Share of aggregate retirement assets

  • FAMILY SERVICES 401(K) (#005)$41.8M
  • SERVICES EMPLOYEES' PENSION (#003)$5.8M
Total $47.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NEWPORT GROUP, INC.$41.8M
  • (Not disclosed)$5.8M
Total $47.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FAMILY SERVICES 401(K) (#005)1,911
  • SERVICES EMPLOYEES' PENSION (#003)138
Total 2,049Select a row to open it

Benefits portfolio analytics

1 plan / $649K premiums / 1,525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$427K
  • Long-term disability$427K
  • Other$427K
  • Dental$127K
  • Vision$96K
Total $649K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

METROPOLITAN FAMILY SERVICES 401(K) PLAN

401(k)

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

METROPOLITAN FAMILY SERVICES EMPLOYEES' PENSION PLAN

Traditional DB

Assets$5.8M
Participants138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

METROPOLITAN FAMILY SERVICES BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$649K
Covered lives1,525
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005METROPOLITAN FAMILY SERVICES 401(K) PLAN401(k)$41.8M1,9112025
#003METROPOLITAN FAMILY SERVICES EMPLOYEES' PENSION PLANTraditional DB$5.8M1382025
  • METROPOLITAN FAMILY SERVICES 401(K) PLAN$41.8M
    #005 · 401(k) · 20251,911
  • METROPOLITAN FAMILY SERVICES EMPLOYEES' PENSION PLAN$5.8M
    #003 · Traditional DB · 2025138

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501METROPOLITAN FAMILY SERVICES BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$649K1,5252025
  • METROPOLITAN FAMILY SERVICES BENEFIT PLAN$649K
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20251,525
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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