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Sponsor portfolio

MATERIAL HOLDINGS, LLC

EIN 95-2848286-Latest filing 2025
Plans
2
Retirement
1
$135.2M assets
Welfare
1
$8.0M premiums
Participants
2,353
11755 WILSHIRE BOULEVARD, SUITE 900 - LOS ANGELES, CA 90025310-553-0550
Plans on this EIN
2 filings
#001401k-$135.2M - 1,624 part#501Fully Insured-$8.0M - 1,025 lives

Benefits portfolio analytics

1 plan / $8.0M premiums / 1,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Prescription drug$7.6M
  • Dental$6.6M
  • Vision$6.6M
  • Other$215K
  • Short-term disability$145K
  • +2 more
Total $8.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • AFLAC1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $8.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $191K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MATERIAL 401(K) PROFIT SHARING PLAN

401k

Assets$135.2M
Participants1,624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATERIAL HOLDINGS, LLC BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$8.0M
Covered lives1,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MATERIAL 401(K) PROFIT SHARING PLAN401k$135.2M1,6242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATERIAL HOLDINGS, LLC BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8.0M1,0252025
Retirement plans
Welfare plans
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