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Sponsor portfolioTH

MODERN TECHNOLOGY SOLUTIONS, INC.

EIN 54-1670018-defense & space-Latest filing 2025
Plans
3
Retirement
2
$1.03B assets
Welfare
1
$4.5M premiums
Participants
8,237
5285 SHAWNEE RD #400 - ALEXANDRIA, VA 223122328703-564-0587mtsi-va.comLinkedIn1001-5000 employeesdefense & space
Plans on this EIN
3 filings
#003ESOP-$538.8M - 2,839 part#001401k-$494.5M - 2,962 part#501Mixed-$4.5M - 2,425 lives

Retirement portfolio analytics

2 plans aggregated / $1.03B assets / 5,801 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#003)52%
  • SOLUTIONS, INC. 401(K) (#001)48%
Total $1.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOLUTIONS, INC. 401(K) (#001)2,962
  • PLAN AND TRUST (#003)2,839
Total 5,801Click 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$538.8M
Participants2,839
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$494.5M
Participants2,962
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$538.8M2,8392025
001MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN401k$494.5M2,9622025

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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