How big is Modern Life Group Inc.'s plan?

Modern Life Group Inc.'s plan reported $1.2M in assets and 19 participants for 2024.

Original filing (PDF)20250723104007NAL0005171376001

Modern Life Group Inc.

Name: Modern Life Group Inc. — Modern Life Group Inc., Form 5500 (2024)
Creator: Modern Life Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Life Group Inc. 401(k) Plan

401(k) retirement plan · Modern Life Group Inc.'s Modern Life Group Inc. 401(k) Plan held $1.2M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Nicole Dennett signed Modern Life Group Inc.'s 2024 Form 5500 as plan administrator.

Nicole Dennett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Modern Life Group Inc.'s EIN is 86-1792455.

EIN 86-1792455

Plan number 001

Plan year 2024

ACK ID 20250723104007NAL0005171376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modern Life Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Modern Life Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

MODERN LIFE GROUP INC

EIN

all filings

Address

295 LAFAYETTE ST · SUITE 701 · NEW YORK, NY · 10012

Phone

(781) 697-1327

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator