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Sponsor portfolioTH

MOUNT OLIVET CEMETERY ASSOCIATION

EIN 75-0853369-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$1.1M premiums
Participants
312
PO BOX 471457 - FORT WORTH, TX 76147817-336-0584
Plans on this EIN
2 filings
#002401k-$14.2M - 169 part#501Fully Insured-$1.1M - 183 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$984K
  • Dental$984K
  • Other$112K
  • Life$92K
  • Short-term disability$13K
  • Vision$9K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
  • LEGALPLANS, USA0%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • THE NIA GROUP1%
  • HIGGINBOTHAM INS AGENCY INC1%
  • BRIAN EDWARD JUND0%
  • SCOTT A METCALF0%
  • +2 more
Total $78K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOUNT OLIVET CEMETERY ASSN RETIREMENT SAVINGS PLAN

401k

Assets$14.2M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN FOR MOUNT OLIVET CEMETERY ASSOCIATION AND GREENWOOD MOUNT OLIVET COMPANY

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOUNT OLIVET CEMETERY ASSN RETIREMENT SAVINGS PLAN401k$14.2M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLAN FOR MOUNT OLIVET CEMETERY ASSOCIATION AND GREENWOOD MOUNT OLIVET COMPANYFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1832025
Retirement plans
Welfare plans
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