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Sponsor portfolio

MATRIX SERVICE COMPANY

EIN 73-1352174-construction-Latest filing 2025
Plans
2
Retirement
1
$215.7M assets
Welfare
1
$2.9M premiums
Participants
3,524
15 E. 5TH STREET, STE 1100 - TULSA, OK 74103918-838-8822matrixservicecompany.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$215.7M - 2,485 part#501Mixed-$2.9M - 1,515 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.0M
  • Health$973K
  • Long-term disability$346K
  • Other$254K
  • Vision$202K
  • Short-term disability$154K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • STANDARD INSURANCE COMPANY46%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN7%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY4%
  • +3 more
Total $2.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • LOCKTON COMPANIES, LLC78%
  • MATRIX SERVICE COMPANY22%
Total $199K2 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

MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN

401k

Assets$215.7M
Participants2,485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATRIX SERVICE COMPANY HEALTH BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$2.9M
Covered lives1,515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN401k$215.7M2,4852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATRIX SERVICE COMPANY HEALTH BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$2.9M1,5152025
Retirement plans
Welfare plans
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