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  2. CARIS MPI INC
Sponsor portfolio

CARIS MPI INC

EIN 74-3126687-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$179.1M assets
Welfare
1
$2.4M premiums
Participants
4,076
750 W JOHN CARPENTER FWY STE 800 - IRVING, TX 75039602-464-7677LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$178.8M - 2,246 part#002401k-$388K - 4 part#501Mixed-$2.4M - 3,447 lives

Retirement portfolio analytics

2 plans aggregated / $179.1M assets / 2,250 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • MPI, INC. 401(K) (#001)100%
  • INC PR 401K (#002)0%
Total $179.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MPI, INC. 401(K) (#001)2,246
  • INC PR 401K (#002)4
Total 2,250Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Dental$1.5M
  • Vision$1.5M
  • Life$783K
  • Long-term disability$783K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • HARTFORD LIFE AND ACCIDENT33%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $117K1 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

CARIS MPI, INC. 401(K) PLAN

401k

Assets$178.8M
Participants2,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARIS MPI INC PR 401K

401k

Assets$388K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARIS MPI, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.4M
Covered lives3,447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARIS MPI, INC. 401(K) PLAN401k$178.8M2,2462025
002CARIS MPI INC PR 401K401k$388K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARIS MPI, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.4M3,4472025
Retirement plans
Welfare plans
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