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  2. MUELLER GROUP, LLC
Sponsor portfolio

MUELLER GROUP, LLC

EIN 37-1387813-Management of Companies and Enterprises-Latest filing 2024
Plans
4
Retirement
3
$581.6M assets
Welfare
1
$4.1M premiums
Participants
11,584
1200 ABERNATHY RD, NE, SUITE 1200 - ATLANTA, GA 30328770-206-4200
Plans on this EIN
4 filings
#005TraditionalDB-$284.8M - 4,203 part#004401k-$236.8M - 2,090 part#003401k-$59.9M - 1,855 part#501Mixed-$4.1M - 3,436 lives

Retirement portfolio analytics

3 plans aggregated / $581.6M assets / 8,148 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • FOR SELECTED EMPLOYEES (#005)49%
  • PLAN NO. 1 (#004)41%
  • PLAN NO. 2 (#003)10%
Total $581.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR SELECTED EMPLOYEES (#005)4,203
  • PLAN NO. 1 (#004)2,090
  • PLAN NO. 2 (#003)1,855
Total 8,148Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 3,436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.9M
  • Life$3.0M
  • Long-term disability$3.0M
  • Vision$282K
Total $4.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • STANDARD INSURANCE COMPANY88%
  • VISION SERVICE PLAN7%
  • AETNA LIFE INSURANCE COMPANY4%
  • ACE AMERICAN INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • LOCKTON COMPANIES, LLC84%
  • BCINSOURCING, LLC16%
Total $534K2 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

MUELLER GROUP, LLC PENSION PLAN FOR SELECTED EMPLOYEES

TraditionalDB

Assets$284.8M
Participants4,203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 1

401k

Assets$236.8M
Participants2,090
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 2

401k

Assets$59.9M
Participants1,855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUELLER GROUP, LLC FLEXIBLE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$4.1M
Covered lives3,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005MUELLER GROUP, LLC PENSION PLAN FOR SELECTED EMPLOYEESTraditionalDB$284.8M4,2032024
004MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 1401k$236.8M2,0902024
003MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 2401k$59.9M1,8552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUELLER GROUP, LLC FLEXIBLE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$4.1M3,4362024
Retirement plans
Welfare plans
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