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Sponsor portfolio

CHINA MERCHANTS BANK

EIN 98-0387966-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$44.4M assets
Welfare
1
$295K premiums
Participants
308
535 MADISON AVENUE, 18TH FLOOR - NEW YORK, NY 10022212-756-8792
Plans on this EIN
2 filings
#001401k-$44.4M - 184 part#510Fully Insured-$295K - 458 lives

Benefits portfolio analytics

1 plan / $295K premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$191K
  • Vision$191K
  • Life$104K
  • Short-term disability$104K
  • Long-term disability$104K
  • Other$104K
Total $295K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • SUN LIFE ASSURANCE COMPANY OF CANADA35%
Total $295K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MARSH & MCLENNAN AGENCY LLC81%
  • CENTERSTONE INSURANCE AND FINANCIAL14%
  • C AND M FIRST SERVICES, INC.5%
Total $39K3 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

CHINA MERCHANTS BANK 401(K) PLAN

401k

Assets$44.4M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CHINA MERCHANTS BANK WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$295K
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHINA MERCHANTS BANK 401(K) PLAN401k$44.4M1842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CHINA MERCHANTS BANK WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$295K4582025
Retirement plans
Welfare plans
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