PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MATRIX DESIGN GROUP, INC.
Sponsor portfolio

MATRIX DESIGN GROUP, INC.

EIN 84-1515767-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$38.7M assets
Welfare
1
$2.1M premiums
Participants
793
2435 RESEARCH PARKWAY, SUITE 300 - COLORADO SPRINGS, CO 80920719-575-0100matrixdesigngroup.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002ESOP-$21.7M - 273 part#001401k-$17.0M - 310 part#501Fully Insured-$2.1M - 313 lives

Retirement portfolio analytics

2 plans aggregated / $38.7M assets / 583 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE STOCK OWNERSHIP (#002)56%
  • DESIGN GROUP 401(K) (#001)44%
Total $38.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • JOHN HANCOCK LIFE INSURANCE COMPANY44%
Total $38.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESIGN GROUP 401(K) (#001)310
  • EMPLOYEE STOCK OWNERSHIP (#002)273
Total 583Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Other$173K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN1%
  • WORKERS ASSISTANCE PROGRAM, INC.0%
  • DELTA DENTAL OF CALIFORNIA0%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GALLAGHER BENEFIT SERVICES, INC.92%
  • JAMES R NELLIGAN & ASSOCIATES LLC7%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
Total $112K3 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

MATRIX DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.7M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATRIX DESIGN GROUP 401(K) PLAN

401k

Assets$17.0M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATRIX DESIGN GROUP MEDICAL, DENTAL, VISION, LIFE, AD&D, LTD AND EAP PLAN

Fully Insured - UNITEDHEALTHCARE BENEFIT SERVICES

Premiums$2.1M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MATRIX DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.7M2732024
001MATRIX DESIGN GROUP 401(K) PLAN401k$17.0M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATRIX DESIGN GROUP MEDICAL, DENTAL, VISION, LIFE, AD&D, LTD AND EAP PLANFully InsuredUNITEDHEALTHCARE BENEFIT SERVICES$2.1M3132025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica