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  2. Money Management International, Inc
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Money Management International, Inc

EIN 54-1837741-financial services-Latest filing 2025
Plans
3
Retirement
2
$39.6M assets
Health & Benefits
1
$5.0M premiums
Participants
654
12603 SOUTHWEST FREEWAY,STE 450MB 8 - STAFFORD, TX 77477713-394-3423moneymanagement.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002401(k)-$39.6M - 369 part#001403(b)-$43K - 12 part#501Fully insured-$5.0M - 385 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $39.6M assets / 381 participants

Assets by plan

Share of aggregate retirement assets

  • 401K RETIREMENT PLAN (#002)$39.6M
  • INTERNATIONAL RETIREMENT PLAN (#001)$43K
Total $39.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#002)369
  • INTERNATIONAL RETIREMENT PLAN (#001)12
Total 381Select a row to open it

Benefits portfolio analytics

1 plan / $5.0M premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Prescription drug$4.6M
  • Other$343K
  • Vision$277K
  • Life$277K
  • Short-term disability$277K
  • +2 more
Total $5.0M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MONEY MANAGEMENT INTERNATIONAL 401K RETIREMENT PLAN

401(k)

Assets$39.6M
Participants369
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MONEY MANAGEMENT INTERNATIONAL RETIREMENT PLAN

403(b)

Assets$43K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MONEY MANAGEMENT INTERNATIONAL GROUP INSURANCE PLAN

Fully insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$5.0M
Covered lives385
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MONEY MANAGEMENT INTERNATIONAL 401K RETIREMENT PLAN401(k)$39.6M3692025
#001MONEY MANAGEMENT INTERNATIONAL RETIREMENT PLAN403(b)$43K122024
  • MONEY MANAGEMENT INTERNATIONAL 401K RETIREMENT PLAN$39.6M
    #002 · 401(k) · 2025369
  • MONEY MANAGEMENT INTERNATIONAL RETIREMENT PLAN$43K
    #001 · 403(b) · 202412

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MONEY MANAGEMENT INTERNATIONAL GROUP INSURANCE PLANFully insuredBLUECROSS BLUESHIELD OF TEXAS$5.0M3852025
  • MONEY MANAGEMENT INTERNATIONAL GROUP INSURANCE PLAN$5.0M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025385
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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