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  2. THE MODERN GROUP LTD
Sponsor portfolio

THE MODERN GROUP LTD

EIN 76-0346549-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$592K premiums
Participants
2,566
1655 LOUISIANA ST - BEAUMONT, TX 777011120409-833-2665modernusa.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$34.1M - 1,673 part#501Mixed-$592K - 510 lives

Benefits portfolio analytics

1 plan / $592K premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$592K
  • Short-term disability$592K
  • Other$592K
Total $592K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $592K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $101K1 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

THE MODERN GROUP 401(K) PLAN

401k

Assets$34.1M
Participants1,673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MODERN GROUP EMPLOYEE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$592K
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MODERN GROUP 401(K) PLAN401k$34.1M1,6732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MODERN GROUP EMPLOYEE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$592K5102025
Retirement plans
Welfare plans
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