Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.2M
- Vision$2.2M
- Health$2.1M
- Life$7K
Sponsor portfolio
MTA INVESTMENTS, INC.
EIN 59-2738546Latest filing 2025
Plans
3
Retirement
1
$10.5M assets
Welfare
2
$2.3M premiums
Participants
936
3960 MEDINA ROAD - AKRON, OH 44333330-618-7255
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.3M premiums / 452 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- COMMUNITY INSURANCE COMPANY100%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
72%top
- THE JAMES B OSWALD COMPANY72%
- MARSH & MCLENNAN AGENCY LLC20%
- ERC SERVICES INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$10.5M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTROSE AUTO GROUP HEALTH PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$2.2M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MONTROSE AUTO GROUP SECTION 125 PLAN
Fully Insured - AFLAC
Premiums$83K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | 401k | $10.5M | 415 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTROSE AUTO GROUP HEALTH PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $2.2M | 350 | 2025 | |
| 502 | MONTROSE AUTO GROUP SECTION 125 PLAN | Fully Insured | AFLAC | $83K | 102 | 2024 |
Retirement plans
Welfare plans