Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MENTAL HEALTH RESOURCES, INC
EIN 85-0247111mental health careLatest filing 2025
Plans
3
Retirement
2
$1.1M assets
Welfare
1
$314K premiums
Participants
162
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 116 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $314K premiums / 46 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$314K
- Prescription drug$314K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PAN-AMERICAN LIFE INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MHR, INC. 401(K) PLAN
401k
Assets$1.0M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TAX DEFFERED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC.
OtherDC
Assets$33K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MENTAL HEALTH RESOURCES, INC.
Fully Insured - PAN AMERICAN LIFE INSURANCE COMPANY
Premiums$314K
Covered lives46
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MHR, INC. 401(K) PLAN | 401k | $1.0M | 109 | 2025 | |
| 001 | TAX DEFFERED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. | OtherDC | $33K | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MENTAL HEALTH RESOURCES, INC. | Fully Insured | PAN AMERICAN LIFE INSURANCE COMPANY | $314K | 46 | 2025 |
Retirement plans
Welfare plans