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  2. MODERN TECHNOLOGY SOLUTIONS INC.
Sponsor portfolioTH

MODERN TECHNOLOGY SOLUTIONS INC.

EIN 54-1670018-defense & space-Latest filing 2025
Plans
3
Retirement
2
$809.3M assets
Welfare
1
$4.5M premiums
Participants
7,397
5285 SHAWNEE ROAD SUITE 400 - ALEXANDRIA, VA 22312703-564-3800mtsi-va.comLinkedIn1001-5000 employeesdefense & space
Plans on this EIN
3 filings
#003ESOP-$407.1M - 2,440 part#001401k-$402.2M - 2,521 part#501Mixed-$4.5M - 2,425 lives

Retirement portfolio analytics

2 plans aggregated / $809.3M assets / 4,961 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN AND TRUST (#003)50%
  • SOLUTIONS, INC. 401(K) (#001)50%
Total $809.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOLUTIONS, INC. 401(K) (#001)2,521
  • PLAN AND TRUST (#003)2,440
Total 4,961Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 2,425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.1M
  • Other$1.4M
  • Long-term disability$567K
  • Life$544K
  • Vision$417K
Total $4.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY39%
  • VISION SERVICE PLAN9%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $205K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MODERN TECHNOLOGY SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$407.1M
Participants2,440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN

401k

Assets$402.2M
Participants2,521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MODERN TECHNOLOGY SOLUTIONS WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives2,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MODERN TECHNOLOGY SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$407.1M2,4402024
001MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN401k$402.2M2,5212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MODERN TECHNOLOGY SOLUTIONS WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$4.5M2,4252025
Retirement plans
Welfare plans
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