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Sponsor portfolio

MANTHEI, INC.

EIN 38-1858891-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$185K premiums
Participants
874
5481 US HIGHWAY 31 SOUTH - CHARLEVOIX, MI 49728231-547-6595
Plans on this EIN
2 filings
#001401k-$20.2M - 464 part#503Mixed-$185K - 408 lives

Benefits portfolio analytics

1 plan / $185K premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$146K
  • Short-term disability$146K
  • Other$146K
  • Vision$39K
Total $185K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY79%
  • VISION SERVICE PLAN21%
Total $185K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ADVANTAGE BENEFITS GROUP100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MANTHEI 401(K) PROFIT SHARING PLAN

401k

Assets$20.2M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE MANTHEI, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$185K
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MANTHEI 401(K) PROFIT SHARING PLAN401k$20.2M4642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE MANTHEI, INC. EMPLOYEE WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$185K4082025
Retirement plans
Welfare plans
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