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Sponsor portfolioTH

MAG MUTUAL INSURANCE COMPANY

EIN 58-1449198-insurance-Latest filing 2025
Plans
3
Retirement
2
$135.0M assets
Welfare
1
$2.0M premiums
Participants
1,267
3500 PEACHTREE ROAD NE, SUITE 500 - ATLANTA, GA 30326404-842-5621LinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#001TraditionalDB-$71.2M - 258 part#002401k-$63.8M - 630 part#502Mixed-$2.0M - 444 lives

Retirement portfolio analytics

2 plans aggregated / $135.0M assets / 888 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DEFINED BENEFIT PLAN (#001)53%
  • COMPANY 401K PLAN (#002)47%
Total $135.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • (Not disclosed)53%
  • NEWPORT GROUP, INC.47%
Total $135.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401K PLAN (#002)630
  • DEFINED BENEFIT PLAN (#001)258
Total 888Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$495K
  • Life$425K
  • Long-term disability$249K
  • Vision$54K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • EVEREST REINSURANCE COMPANY60%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY40%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $191K1 slice

Plan deep-dives

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

MAG MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN

TraditionalDB

Assets$71.2M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MAG MUTUAL INSURANCE COMPANY 401K PLAN

401k

Assets$63.8M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MAG MUTUAL INSURANCE COMPANY EMPLOYEE BENEFITS PLAN

Mixed - EVEREST REINSURANCE COMPANY

Premiums$2.0M
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAG MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLANTraditionalDB$71.2M2582024
002MAG MUTUAL INSURANCE COMPANY 401K PLAN401k$63.8M6302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MAG MUTUAL INSURANCE COMPANY EMPLOYEE BENEFITS PLANMixedEVEREST REINSURANCE COMPANY$2.0M4442025
Retirement plans
Welfare plans
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