Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
METROPOLITAN SECURITY SERVICES, INC. DBA WALDEN SECURITY
EIN 62-1448519security and investigationsLatest filing 2025
Plans
6
Retirement
3
$207.9M assets
Welfare
3
$5.1M premiums
Participants
13,307
100 EAST TENTH STREET, SUITE 400 - CHATTANOOGA, TN 37402423-702-8200metropolitansecurityinc.comLinkedIn11-50 employeessecurity and investigations
Retirement portfolio analytics
3 plans aggregated / $207.9M assets / 10,543 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $5.1M premiums / 2,706 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Prescription drug$2.3M
- Dental$2.2M
- Vision$2.2M
- Life$1.1M
- Other$1.0M
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
46%top
- AETNA LIFE INSURANCE COMPANY46%
- BLUE CROSS OF CALIFORNIA31%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- +3 more
Broker market share
Schedule A broker compensation
33%top
- THE BOON INSURANCE AGENCY33%
- ROBERT FABRIZIO21%
- BALDWIN KRYSTYN SHERMAN PARTNERS17%
- MCGRIFF INSURANCE SERVICES INC17%
- FRINGE INSURANCE BENEFITS, INC.9%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WALDEN SECURITY FEDERAL SERVICES RETIREMENT PLAN
401k
Assets$202.5M
Participants6,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WALDEN SECURITY 401K PLAN
401k
Assets$4.3M
Participants4,263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
METROPOLITAN SECURITY SERVICES, INC DBA WALDEN SECURITY PUERTO RICO UNION RETIREMENT PLAN
ProfitSharing
Assets$1.1M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALDEN SECURITY FSD BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives1,906
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
METROPOLITAN SECURITY SERVICES, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE
Premiums$2.1M
Covered lives800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE CONTRACTORS PLAN INDIVIDUAL COVERAGE HRA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WALDEN SECURITY FEDERAL SERVICES RETIREMENT PLAN | 401k | $202.5M | 6,214 | 2024 | |
| 001 | WALDEN SECURITY 401K PLAN | 401k | $4.3M | 4,263 | 2024 | |
| 004 | METROPOLITAN SECURITY SERVICES, INC DBA WALDEN SECURITY PUERTO RICO UNION RETIREMENT PLAN | ProfitSharing | $1.1M | 66 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALDEN SECURITY FSD BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.0M | 1,906 | 2025 | |
| 502 | METROPOLITAN SECURITY SERVICES, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE | $2.1M | 800 | 2025 | |
| 503 | THE CONTRACTORS PLAN INDIVIDUAL COVERAGE HRA | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans