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Sponsor portfolio

MORGAN STEEL LLC

EIN 46-4706651-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$562K premiums
Participants
454
1207 RIVERSIDE BLVD - MEMPHIS, TN 38106901-774-7555morgansteel.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$2.6M - 192 part#501Fully Insured-$562K - 358 lives

Benefits portfolio analytics

1 plan / $562K premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$488K
  • Dental$488K
  • Vision$488K
  • Prescription drug$488K
  • Life$74K
  • Short-term disability$74K
  • +1 more
Total $562K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
Total $562K2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • HUB INTERNATIONAL MIDWEST LIMITED80%
  • THE CASON GROUP INC20%
Total $68K2 slices

Plan deep-dives

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

MORGAN STEEL, LLC 401(K) PLAN

401k

Assets$2.6M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGAN STEEL LLC BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$562K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORGAN STEEL, LLC 401(K) PLAN401k$2.6M1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGAN STEEL LLC BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$562K3582025
Retirement plans
Welfare plans
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