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Sponsor portfolioTH

MERUELO GROUP LLC

EIN 90-1017707-management consulting-Latest filing 2025
Plans
2
Retirement
1
$146.8M assets
Welfare
1
$1.2M premiums
Participants
7,081
9550 FIRESTONE BLVD SUITE 105 - DOWNEY, CA 90241562-745-2300LinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$146.8M - 5,365 part#502Fully Insured-$1.2M - 2,625 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,625 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$626K
  • Life$344K
  • Vision$195K
  • Long-term disability$180K
  • Short-term disability$146K
  • Dental$15K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY81%
  • ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.17%
  • BLUE CROSS OF CALIFORNIA1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $1.2M4 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

MERUELO GROUP 401(K) PLAN AND TRUST

401k

Assets$146.8M
Participants5,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERUELO GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives2,625
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERUELO GROUP 401(K) PLAN AND TRUST401k$146.8M5,3652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERUELO GROUP, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M2,6252025
Retirement plans
Welfare plans
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