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Sponsor portfolio

MAGNUS TITLE AGENCY LLC

EIN 46-5536617-real estate-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$207K premiums
Participants
378
13845 N NORTHSIGHT BLVD STE 200 - SCOTTSDALE, AZ 852603609602-792-7305magnustitle.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.2M - 212 part#501Mixed-$207K - 166 lives

Benefits portfolio analytics

1 plan / $207K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$207K
  • Vision$207K
  • Life$207K
  • Short-term disability$207K
  • Long-term disability$207K
  • Other$207K
Total $207K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $207K1 slice

Broker market share

Schedule A broker compensation

Split broker
49%top
  • STERN INSURANCE GROUP INC49%
  • PARAGON PARTNERS LTD28%
  • WORLD INSURANCE ASSOCIATES LLC23%
Total $29K3 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

MAGNUS TITLE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.2M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAGNUS TITLE AGENCY LLC WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$207K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAGNUS TITLE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST401k$7.2M2122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAGNUS TITLE AGENCY LLC WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$207K1662025
Retirement plans
Welfare plans
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