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Sponsor portfolioTH

MOUNTAIN STATES EMPLOYERS COUNCIL, INC.

EIN 84-0172643-Latest filing 2025
Plans
3
Retirement
2
$58.4M assets
Welfare
1
$705K premiums
Participants
726
1290 BROADWAY, SUITE1500 - DENVER, CO 80203303-223-5451
Plans on this EIN
3 filings
#001TraditionalDB-$38.4M - 381 part#002401k-$20.1M - 231 part#504Fully Insured-$705K - 110 lives

Retirement portfolio analytics

2 plans aggregated / $58.4M assets / 612 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN AND TRUST (#001)66%
  • PLAN & TRUST (#002)34%
Total $58.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • (Not disclosed)66%
  • MILLIMAN, INC.34%
Total $58.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)381
  • PLAN & TRUST (#002)231
Total 612Click row to drill in

Benefits portfolio analytics

1 plan / $705K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$535K
  • Prescription drug$535K
  • Dental$169K
  • Vision$169K
  • Life$169K
  • Long-term disability$169K
  • +1 more
Total $705K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
Total $705K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRUNK INSURANCE GROUP100%
Total $72K1 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

MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST

TraditionalDB

Assets$38.4M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST

401k

Assets$20.1M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MOUNTAIN STATES EMPLOYERS COUNCIL, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$705K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUSTTraditionalDB$38.4M3812024
002MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST401k$20.1M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MOUNTAIN STATES EMPLOYERS COUNCIL, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$705K1102025
Retirement plans
Welfare plans
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