Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$82K
- Life$64K
- Short-term disability$64K
- Dental$46K
- Vision$10K
Sponsor portfolioTH
MODERN DISTRIBUTORS, INC.
EIN 61-0572459wholesaleLatest filing 2024
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$138K premiums
Participants
299
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $138K premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- SYMETRA LIFE INSURANCE COMPANY46%
- DELTA DENTAL OF CALIFORNIA34%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- STARMOUNT LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
51%top
- ASSUREDPARTNERS51%
- USI INSURANCE SERVICES LLC49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MODERN DISTRIBUTORS 401(K) PLAN
401k
Assets$8.0M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MODERN DISTRIBUTORS INC. GROUP ACCIDENT AND HEALTH INSURANCE PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$138K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MODERN DISTRIBUTORS 401(K) PLAN | 401k | $8.0M | 207 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MODERN DISTRIBUTORS INC. GROUP ACCIDENT AND HEALTH INSURANCE PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $138K | 172 | 2024 |
Retirement plans
Welfare plans