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  2. MCCREARY MODERN, INC.
Sponsor portfolioTH

MCCREARY MODERN, INC.

EIN 56-1497443-furniture-Latest filing 2025
Plans
3
Retirement
2
$132.8M assets
Welfare
1
$1.4M premiums
Participants
2,629
2564 HIGHWAY 321 S BR - NEWTON, NC 28658828-464-6465mccrearymodern.comLinkedIn501-1000 employeesfurniture
Plans on this EIN
3 filings
#002ESOP-$89.6M - 1,080 part#001401k-$43.1M - 825 part#501Mixed-$1.4M - 724 lives

Retirement portfolio analytics

2 plans aggregated / $132.8M assets / 1,905 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#002)68%
  • INC. EMPLOYEES' 401(K) (#001)32%
Total $132.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • BLUE CHIP RETIREMENT PLANS, INC.68%
  • (Not disclosed)32%
Total $132.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,080
  • INC. EMPLOYEES' 401(K) (#001)825
Total 1,905Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 724 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$925K
  • Life$913K
  • Short-term disability$913K
  • Long-term disability$913K
  • Dental$445K
  • Vision$445K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HARTFORD LIFE AND ACCIDENT67%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY32%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • USI INSURANCE SERVICES LLC82%
  • SHEALY BENEFITS SERVICES INC18%
Total $213K2 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

MCCREARY MODERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$89.6M
Participants1,080
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCCREARY MODERN, INC. EMPLOYEES' 401(K) PLAN

401k

Assets$43.1M
Participants825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCREARY MODERN, INC. EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.4M
Covered lives724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCCREARY MODERN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$89.6M1,0802024
001MCCREARY MODERN, INC. EMPLOYEES' 401(K) PLAN401k$43.1M8252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCREARY MODERN, INC. EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$1.4M7242025
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