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Sponsor portfolioWelfare / HealthEIN 59-2738546

MTA INVESTMENTS, INC.

3960 MEDINA ROAD · AKRON, OH 44333
3306187255
Plans filed
2
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
350
No prior year
Total participants
419
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.2M
MONTROSE AUTO GROUP HEALTH PLAN
Fully insured350 covered·2 carriers
Primary: COMMUNITY INSURANCE COMPANY
Plan #502$83K
MONTROSE AUTO GROUP SECTION 125 PLAN
Fully insured102 covered·2 carriers
Primary: AFLAC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$2.2M34.0%
Vision$2.2M34.0%
Health$2.1M31.9%
Life$7K0.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HDV
$2.2M99.7%12350
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
L
$7K0.3%11177

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLE, OHCOMMUNITY INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY$57K$38K$95K72.1%1
MARSH & MCLENNAN AGENCY LLCCONSHOCKEN, PACOMMUNITY INSURANCE COMPANY$26K$0$26K19.7%1
ERC SERVICES INCBEACHWOOD, OHCOMMUNITY INSURANCE COMPANY$11K$0$11K8.2%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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