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Sponsor portfolio

MAGRIS TALC USA, INC.

EIN 85-4142985-Latest filing 2025
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$4.1M premiums
Participants
490
7951 E MAPLEWOOD AVE, SUITE 300 - GREENWOOD VILLAGE, CO 80111406-640-0719
Plans on this EIN
2 filings
#001401k-$35.7M - 280 part#501Mixed-$4.1M - 518 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Other$332K
  • Life$316K
  • Long-term disability$122K
  • Vision$34K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
  • LEGALPLANS, USA0%
  • +1 more
Total $4.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • PROFESSIONAL GROUP PLANS INC65%
  • MCGRIFF INSURANCE SERVICES INC32%
  • REUBEN WARNER ASSOCIATES, INC.3%
Total $27K3 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

MAGRIS TALC USA, INC. 401(K) PLAN

401k

Assets$35.7M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAGRIS TALC USA, INC. HEALTH & WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$4.1M
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAGRIS TALC USA, INC. 401(K) PLAN401k$35.7M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAGRIS TALC USA, INC. HEALTH & WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MONTANA$4.1M5182025
Retirement plans
Welfare plans
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