Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
MUD BAY, INC.
EIN 91-2060015retailLatest filing 2024
Plans
3
Retirement
2
$12.6M assets
Welfare
1
$146K premiums
Participants
1,557
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 1,069 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $146K premiums / 485 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$89K
- Life$71K
- Long-term disability$71K
- Vision$30K
- Dental$27K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- METROPOLITAN LIFE INSURANCE COMPANY49%
- VISION SERVICE PLAN20%
- WILLAMETTE DENTAL INSURANCE, INC.19%
- TELUS HEALTH (US) LTD.12%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MUD BAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$6.4M
Participants534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MUD BAY RETIREMENT PLAN
401k
Assets$6.2M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MUD BAY INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$146K
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MUD BAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $6.4M | 534 | 2024 | |
| 001 | MUD BAY RETIREMENT PLAN | 401k | $6.2M | 535 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MUD BAY INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $146K | 485 | 2024 |
Retirement plans
Welfare plans