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Sponsor portfolio

MARKET AMERICA, INC.

EIN 56-1784094-computer software-Latest filing 2024
Plans
2
Retirement
1
$52.8M assets
Welfare
1
$525K premiums
Participants
1,144
1302 PLEASANT RIDGE RD - GREENSBORO, NC 27409336-544-6335marketamerica.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$52.8M - 703 part#502Mixed-$525K - 439 lives

Benefits portfolio analytics

1 plan / $525K premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$421K
  • Other$407K
  • Long-term disability$406K
  • Vision$102K
  • Short-term disability$386
Total $525K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA78%
  • VISION SERVICE PLAN19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $525K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • LOCKTON COMPANIES, LLC88%
  • SCOTT GOLDEN8%
  • JAMES A SCOTT & SON INC2%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
  • MERCER HEALTH AND BENEFITS, LLC0%
  • +1 more
Total $68K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARKET AMERICA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$52.8M
Participants703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARKET AMERICA, INC. WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$525K
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARKET AMERICA, INC. 401(K) PROFIT SHARING PLAN401k$52.8M7032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARKET AMERICA, INC. WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$525K4392024
Retirement plans
Welfare plans
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