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Sponsor portfolio

M & Z CORPORATION

EIN 61-1166829-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$133K premiums
Participants
234
9 TAFT STREET - DRY RIDGE, KY 41035859-824-8347
Plans on this EIN
2 filings
#001401k-$2.3M - 122 part#501Mixed-$133K - 114 lives

Benefits portfolio analytics

1 plan / $133K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$133K
  • Vision$133K
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Other$133K
Total $133K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $133K1 slice

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HILB GROUP OF NEW ENGLAND86%
  • NATIONAL ENROLLMENT PARTNERS LLC14%
Total $49K2 slices

Plan deep-dives

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

MARSHALL AUTO GROUP 401(K) PLAN

401k

Assets$2.3M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M & Z CORP DBA MARSHALL AUTO GROUP EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$133K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARSHALL AUTO GROUP 401(K) PLAN401k$2.3M1222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M & Z CORP DBA MARSHALL AUTO GROUP EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$133K1142025
Retirement plans
Welfare plans
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