Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MALLORY GROUP INCORPORATED
EIN 62-0291330Transportation and WarehousingLatest filing 2025
Plans
4
Retirement
2
$31.3M assets
Welfare
2
$538K premiums
Participants
1,023
4294 SWINNEA RD - MEMPHIS, TN 38118901-367-9400
Retirement portfolio analytics
2 plans aggregated / $31.3M assets / 646 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $538K premiums / 490 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$317K
- Life$305K
- Short-term disability$305K
- Long-term disability$305K
- Dental$221K
- Vision$221K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- UNITEDHEALTHCARE INSURANCE COMPANY57%
- AETNA LIFE INSURANCE COMPANY41%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
50%top
- FRENKEL BENEFITS LLC50%
- EDGEWOOD PARTNERS INSURANCE CENTER49%
- USI INSURANCE SERVICES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE MALLORY GROUP 401(K) SAVINGS PLAN
401k
Assets$29.3M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE MALLORY GROUP RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$2.0M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
THE MALLORY GROUP HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$538K
Covered lives490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE MALLORY GROUP HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE MALLORY GROUP 401(K) SAVINGS PLAN | 401k | $29.3M | 450 | 2025 | |
| 003 | THE MALLORY GROUP RETIREMENT SAVINGS PLAN | ProfitSharing | $2.0M | 196 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | THE MALLORY GROUP HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $538K | 490 | 2025 | |
| 505 | THE MALLORY GROUP HRA PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans