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Sponsor portfolio

MONUMENT REAL ESTATE SERVICES, LLC

EIN 46-3099709-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$91K premiums
Participants
274
2675 S. BAYSHORE DRIVE, UNIT 300S - MIAMI, FL 33133305-529-3204mresmgmt.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.7M - 141 part#510Fully Insured-$91K - 213 lives

Benefits portfolio analytics

1 plan / $91K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$43K
  • Short-term disability$22K
  • Long-term disability$22K
  • Other$4K
Total $91K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $91K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NSI INSURANCE GROUP LLC100%
Total $13K1 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

MONUMENT REAL ESTATE SERVICES LLC 401K

401k

Assets$3.7M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MONUMENT REAL ESTATE SERVICES, LLC EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$91K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONUMENT REAL ESTATE SERVICES LLC 401K401k$3.7M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MONUMENT REAL ESTATE SERVICES, LLC EMPLOYEE WELFARE BENEFIT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$91K2132025
Retirement plans
Welfare plans
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