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Sponsor portfolioTH

MOTCO, INC.

EIN 59-1627018-Latest filing 2025
Plans
8
Retirement
1
$25.0M assets
Welfare
7
$1.9M premiums
Participants
1,518
10900 NW 27TH ST - DORAL, FL 331725024305-591-3993
Plans on this EIN
8 filings
#002401k-$25.0M - 269 part#503Fully Insured-$1.6M - 112 lives#502Fully Insured-$114K - 155 lives#509Fully Insured-$79K - 213 lives#510Fully Insured-$60K - 213 lives#508Fully Insured-$38K - 213 lives#506Fully Insured-$12K - 130 lives#507Fully Insured-$5K - 213 lives

Benefits portfolio analytics

7 plans / $1.9M premiums / 1,249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$114K
  • Life$79K
  • Short-term disability$60K
  • Long-term disability$38K
  • Vision$12K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED HEALTHCARE INSURANCE COMPANY90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $2K1 slice

Plan deep-dives

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

MOTCO, INC. 401(K) & PROFIT SHARING PLAN

401k

Assets$25.0M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MOTCO, INC.

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MOTCO, INC.

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$114K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

LIFE INSURANCE COMPANY OF NORTH AMERICA

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$79K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

LIFE INSURANCE COMPANY OF NORTH AMERICA

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$60K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

LIFE INSURANCE COMPANY OF NORTH AMERICA

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$38K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

EYEMED VISION CARE

Fully Insured - FIDELITY SECURITY LIFE INS COMPANY

Premiums$12K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LIFE INSURANCE COMPANY OF NORTH AMERICA

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$5K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOTCO, INC. 401(K) & PROFIT SHARING PLAN401k$25.0M2692024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MOTCO, INC.Fully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.6M1122025
502MOTCO, INC.Fully InsuredUNITED HEALTHCARE INSURANCE COMPANY$114K1552025
509LIFE INSURANCE COMPANY OF NORTH AMERICAFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$79K2132025
510LIFE INSURANCE COMPANY OF NORTH AMERICAFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$60K2132025
508LIFE INSURANCE COMPANY OF NORTH AMERICAFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$38K2132025
506EYEMED VISION CAREFully InsuredFIDELITY SECURITY LIFE INS COMPANY$12K1302025
507LIFE INSURANCE COMPANY OF NORTH AMERICAFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$5K2132025
Retirement plans
Welfare plans
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