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Sponsor portfolio

MUTUAL TRADING CO., INC.

EIN 95-1034280-international trade and development-Latest filing 2025
Plans
2
Retirement
1
$42.4M assets
Welfare
1
$426K premiums
Participants
1,722
4200 SHIRLEY AVENUE - EL MONTE, CA 91731213-830-9562lamtc.comLinkedIn201-500 employeesinternational trade and development
Plans on this EIN
2 filings
#003401k-$42.4M - 874 part#501Mixed-$426K - 824 lives

Benefits portfolio analytics

1 plan / $426K premiums / 824 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$193K
  • Vision$193K
  • Other$177K
  • Life$124K
  • Short-term disability$56K
Total $426K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
Total $426K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • IMA, INC.92%
  • HUB INTERNATIONAL MIDWEST LIMITED8%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MTC RETIREMENT PLAN

401k

Assets$42.4M
Participants874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUTUAL TRADING CO GROUP HEALTH CARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$426K
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MTC RETIREMENT PLAN401k$42.4M8742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUTUAL TRADING CO GROUP HEALTH CARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$426K8242025
Retirement plans
Welfare plans
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