Plan Ledger DOL Form 5500 · updated monthly

Mta Investments, Inc.benefits

Montrose Auto Group Health Plan · AKRON, OH · plan year 2024

Previously filed as Mta Investments, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$131,748

Mta Investments, Inc.'s benefits plans covered 419 active participants in 2024, providing health · dental · vision. Insurance brokers and agents were paid $131,748 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $314 per covered person, above the median for employer plans that report broker pay. Broker pay fell 9.5% from $145,651 in 2023.

Insurance contracts · 20243
COMMUNITY INSURANCE COMPANY · health dental visionpremiums n/a · 341 covered
COMMUNITY INSURANCE COMPANY · dental visionpremiums n/a · 350 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 177 covered
Brokers & agents paid · 20244
THE JAMES B OSWOLD COMPANY$94,401 · incl $38,356 fees
ERC SERVICES INC$10,839
Also brokered by The James B Oswold Company1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 592738546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.