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Sponsor portfolio

MEYERS FAMILY MANAGEMENT SERVI

EIN 84-4137170-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$754K assets
Welfare
1
$119K premiums
Participants
223
7151 OKELLY CHAPEL RD PMB 353 - CARY, NC 275196849919-704-2184
Plans on this EIN
2 filings
#001401k-$754K - 156 part#501Self Funded-$119K - 67 lives

Benefits portfolio analytics

1 plan / $119K premiums / 67 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$119K
  • Dental$119K
  • Stop-loss$119K
Total $119K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL100%
Total $119K1 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

MEYERS FAMILY MANAGEMENT SERVI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$754K
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH PLAN OF MEYERS FAMILY MANAGEMENT SERVICES INC (MFMS INC)

Self Funded - NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL

Premiums$119K
Covered lives67
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEYERS FAMILY MANAGEMENT SERVI 401(K) PROFIT SHARING PLAN & TRUST401k$754K1562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH PLAN OF MEYERS FAMILY MANAGEMENT SERVICES INC (MFMS INC)Self FundedNATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL$119K672024
Retirement plans
Welfare plans
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