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Sponsor portfolio

KC PIGGYBACK HOLDINGS

EIN 85-2091679-Latest filing 2025
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$1.1M premiums
Participants
1,616
840 CRESCENT CENTRE DRIVE, SUITE 260 - FRANKLIN, TN 37067615-492-4899
Plans on this EIN
2 filings
#001401k-$40.0M - 976 part#501Mixed-$1.1M - 636 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 636 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.1M
  • Dental$998K
  • Vision$998K
  • Short-term disability$998K
  • Long-term disability$998K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA87%
  • TRUSTMARK INSURANCE COMPANY6%
  • MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH4%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • MCGRIFF INSURANCE SERVICES INC78%
  • THE BENEFIT COMPANY INC9%
  • MARSH & MCLENNAN AGENCY LLC7%
  • CONNECT HEALTHCARE COLLABORATION3%
  • ALLIANT INSURANCE SERVICES, INC.3%
  • +1 more
Total $198K6 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

USMMG 401(K) SAVINGS PLAN

401k

Assets$40.0M
Participants976
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KC PIGGYBACK HOLDINGS

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001USMMG 401(K) SAVINGS PLAN401k$40.0M9762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KC PIGGYBACK HOLDINGSMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M6362025
Retirement plans
Welfare plans
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