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Sponsor portfolio

MONTWAY LLC

EIN 77-0690811-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$156K premiums
Participants
234
425 N MARTINGALE RD SUITE 550 - SCHAUMBURG, IL 60173776-676-8313
Plans on this EIN
2 filings
#001401k-$3.9M - 128 part#501Mixed-$156K - 104 lives

Benefits portfolio analytics

1 plan / $156K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$73K
  • Vision$73K
  • Life$27K
  • Long-term disability$27K
  • Short-term disability$23K
  • Other$19K
Total $156K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY47%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $156K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • CENTRO BENEFITS RESEARCH LLC19%
  • TRIONFO12%
  • THE HORTON GROUP3%
Total $20K4 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

MONTWAY LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.9M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTWAY LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$156K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTWAY LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$3.9M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTWAY LLC HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$156K1042025
Retirement plans
Welfare plans
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