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Sponsor portfolioTH

MONEY MANAGEMENT INTERNATIONAL

EIN 54-1837741-financial services-Latest filing 2024
Plans
3
Retirement
2
$35.3M assets
Welfare
1
$4.5M premiums
Participants
717
12603 SOUTHWEST FREEWAY,STE 450MB 8 - STAFFORD, TX 77477713-394-3456moneymanagement.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$35.3M - 425 part#001403b-$43K - 12 part#501Fully Insured-$4.5M - 414 lives

Retirement portfolio analytics

2 plans aggregated / $35.3M assets / 437 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401K RETIREMENT PLAN (#002)100%
  • INTERNATIONAL RETIREMENT PLAN (#001)0%
Total $35.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#002)425
  • INTERNATIONAL RETIREMENT PLAN (#001)12
Total 437Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Other$334K
  • Vision$259K
  • Life$259K
  • Short-term disability$259K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • DEER OAKS EAP SERVICES, LLC0%
Total $4.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • STRATEGIC NON-MEDICAL SOLUTION5%
Total $115K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MONEY MANAGEMENT INTERNATIONAL 401K RETIREMENT PLAN

401k

Assets$35.3M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONEY MANAGEMENT INTERNATIONAL RETIREMENT PLAN

403b

Assets$43K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONEY MANAGEMENT INTERNATIONAL GROUP INSURANCE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.5M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONEY MANAGEMENT INTERNATIONAL 401K RETIREMENT PLAN401k$35.3M4252024
001MONEY MANAGEMENT INTERNATIONAL RETIREMENT PLAN403b$43K122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONEY MANAGEMENT INTERNATIONAL GROUP INSURANCE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.5M4142024
Retirement plans
Welfare plans
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