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Sponsor portfolio

MESA ASSOCIATES, INC.

EIN 63-1029698-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$135.6M assets
Welfare
2
$780K premiums
Participants
3,102
480 PRODUCTION AVE. - MADISON, AL 35758256-258-2100mesainc.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$135.6M - 1,229 part#503Fully Insured-$780K - 961 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $780K premiums / 961 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$780K
  • Short-term disability$780K
  • Long-term disability$780K
  • Other$780K
Total $780K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $780K1 slice

Broker market share

Schedule A broker compensation

Split broker
79%top
  • VALENT GROUP79%
  • S S NESBITT & CO INC20%
  • IMG0%
Total $112K3 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

MESA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$135.6M
Participants1,229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MESA ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA GROUP INSURANCE

Premiums$780K
Covered lives961
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MESA ASSOCIATES GROUP HEALTH EMPLOYEE BENEFIT PLAN & TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MESA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$135.6M1,2292024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MESA ASSOCIATES, INC. EMPLOYEE BENEFITS PLANFully InsuredTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA GROUP INSURANCE$780K9612025
502MESA ASSOCIATES GROUP HEALTH EMPLOYEE BENEFIT PLAN & TRUSTSelf Funded-$002025
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