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Sponsor portfolioTH

MANAGEMENT & TRAINING CORPORATION

EIN 87-0365322-education management-Latest filing 2025
Plans
3
Retirement
1
$218.9M assets
Welfare
2
$4.0M premiums
Participants
10,139
500 NORTH MARKETPLACE DRIVE - CENTERVILLE, UT 84014801-693-2600mtctrains.comLinkedIn5001-10000 employeeseducation management
Plans on this EIN
3 filings
#001401k-$218.9M - 7,947 part#501Fully Insured-$4.0M - 5,112 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 5,112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Dental$1.3M
  • Life$983K
  • Health$940K
  • Prescription drug$930K
  • Short-term disability$645K
  • +3 more
Total $4.0M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • RELIASTAR LIFE INSURANCE COMPANY42%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • BUSINESSOLVER.COM, INC.39%
  • WILLIS TOWERS WATSON US LLC36%
  • BSC AGENCY LLC15%
  • FRINGE INSURANCE BENEFITS, INC.11%
Total $289K4 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

MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN

401k

Assets$218.9M
Participants7,947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MANAGEMENT & TRAINING CORP. EMPLOYEE GROUP INS. PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives5,112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MANAGEMENT & TRAINING CORPORATION FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN401k$218.9M7,9472025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MANAGEMENT & TRAINING CORP. EMPLOYEE GROUP INS. PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$4.0M5,1122024
503MANAGEMENT & TRAINING CORPORATION FLEXIBLE SPENDING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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