PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MHKY MANAGEMENT SERVICES, LLC
Sponsor portfolio

MHKY MANAGEMENT SERVICES, LLC

EIN 99-1685481-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$225K premiums
Participants
749
330 MASONIC HOME DRIVE - MASONIC HOME, KY 40041502-259-9627
Plans on this EIN
2 filings
#002403b-$12.3M - 250 part#501Mixed-$225K - 410 lives

Benefits portfolio analytics

1 plan / $225K premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Other$120K
  • Dental$84K
  • Vision$22K
Total $225K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • DELTA DENTAL OF CALIFORNIA37%
  • ANTHEM LIFE INSURANCE COMPANY10%
Total $225K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ASSUREDPARTNERS85%
  • DANIEL MACLELLAN15%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MASONIC HOMES KY RETIREMENT SAVINGS PLAN

403b

Assets$12.3M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MHKY MANAGEMENT SERVICES, LLC GROUP MEDICAL PLANS

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$225K
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MASONIC HOMES KY RETIREMENT SAVINGS PLAN403b$12.3M2502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MHKY MANAGEMENT SERVICES, LLC GROUP MEDICAL PLANSMixedMETROPOLITAN LIFE INSURANCE COMPANY$225K4102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica