Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$456K
- Dental$92K
- Long-term disability$60K
- Life$52K
- Other$52K
Sponsor portfolio
MACKENZIE VENTURES, LLC
EIN 46-3558556Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$660K premiums
Participants
377
2328 WEST JOPPA RD, STE 200 - LUTHERVILLE, MD 210934674410-821-8585
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $660K premiums / 185 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- HM LIFE INSURANCE COMPANY69%
- UNITED OF OMAHA LIFE INSURANCE COMPANY17%
- SUN LIFE ASSURANCE COMPANY OF CANADA14%
Broker market share
Schedule A broker compensation
66%top
- TRIBRIDGE PARTNERS LLC66%
- THE BALDWIN GROUP WEST LLC17%
- KELLY & ASSOCIATES INSURANCE GROUP15%
- EMPLOYEE BENEFIT SUBJECT MATTER EXP2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE MACKENZIE COMPANIES 401(K) PLAN
401k
Assets$21.5M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MACKENZIE VENTURES LLC WELFARE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$660K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MACKENZIE COMPANIES 401(K) PLAN | 401k | $21.5M | 192 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MACKENZIE VENTURES LLC WELFARE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $660K | 185 | 2025 |
Retirement plans
Welfare plans