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Sponsor portfolio

M3 USA CORPORATION

EIN 71-0955864-internet-Latest filing 2025
Plans
2
Retirement
1
$58.1M assets
Welfare
1
$357K premiums
Participants
1,354
501 OFFICE CENTER DRIVE, SUITE 410 - FORT WASHINGTON, PA 19034202-293-2288LinkedIn201-500 employeesinternet
Plans on this EIN
2 filings
#001401k-$58.1M - 862 part#501Mixed-$357K - 488 lives

Benefits portfolio analytics

1 plan / $357K premiums / 488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$311K
  • Short-term disability$311K
  • Long-term disability$311K
  • Other$311K
  • Vision$47K
Total $357K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA87%
  • VISION SERVICE PLAN13%
Total $357K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $31K1 slice

Plan deep-dives

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

M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$58.1M
Participants862
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M3 USA CORPORATION WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$357K
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST401k$58.1M8622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M3 USA CORPORATION WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$357K4882025
Retirement plans
Welfare plans
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