Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERITAN, INC.
EIN 62-0674655individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$27.9M assets
Welfare
1
$134K premiums
Participants
773
345 ADAMS AVENUE - MEMPHIS, TN 38103901-766-0600meritan.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $27.9M assets / 672 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
87%top
- PENCHECKS87%
- (Not disclosed)13%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $134K premiums / 104 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$87K
- Other$87K
- Short-term disability$62K
- Long-term disability$62K
- Dental$47K
- Vision$47K
Carrier market share
Premium dollars by Schedule A carrier
65%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA65%
- STARMOUNT LIFE INSURANCE COMPANY35%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SENIOR SERVICES RETIREMENT PLAN
TraditionalDB
Assets$24.3M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MERITAN, INC. 403(B) PLAN
403b
Assets$3.6M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MERITAN, INC. WELFARE BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$134K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SENIOR SERVICES RETIREMENT PLAN | TraditionalDB | $24.3M | 274 | 2025 | |
| 005 | MERITAN, INC. 403(B) PLAN | 403b | $3.6M | 398 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MERITAN, INC. WELFARE BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $134K | 104 | 2025 |
Retirement plans
Welfare plans