Sponsor portfolio

MORRIS, MANNING & MARTIN, LLP

EIN 58-1269995Latest filing 2025

Plans

Retirement

$164.0M assets

Welfare

$530K premiums

Participants

692

3343 PEACHTREE STREET NE, SUITE 1600 - ATLANTA, GA 30326404-233-7000

Plans on this EIN

3 filings

#001401k-$149.7M - 361 part #002401k-$14.3M - 175 part #502Mixed-$530K - 156 lives

Retirement portfolio analytics

2 plans aggregated / $164.0M assets / 536 participants

Assets by plan

Share of aggregate retirement assets

91%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $530K premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$503K
Life$461K
Short-term disability$461K
Long-term disability$461K
Vision$27K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

95%top

UNUM LIFE INSURANCE COMPANY OF AMERICA95%
STARMOUNT LIFE INSURANCE COMPANY5%

Broker market share

Schedule A broker compensation

Split broker

95%top

DIGITAL INSURANCE LLC95%
USI INSURANCE SERVICES LLC2%
CENTRO BENEFITS RESEARCH LLC2%
GALLAGHER BENEFIT SERVICES, INC.1%

Plan deep-dives

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

Retirement#001

MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN

401k

Assets$149.7M

Participants361

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

MMM ASSOCIATE 401(K) PLAN

401k

Assets$14.3M

Participants175

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502