MMM Holdings LLC 1081. 01 Retirement Plan & Trust
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 001Employer EIN 66-0588600
- Participants (2025)
- 3,851
- Net assets (2025)
- $58.3 million
- Recordkeeper
- EmpowerEarlier: Fidelity (2024), Empower (2023), Massachusets Mutual Life Insurance (2011–2021), Benefit Plans Admin Services (2009–2010)
- Plan administrator
- MMM Holdings LLC
350 Chardon Ave. Suite 500, Totrre Chardon
San Juan, PR 00918
(787) 622-3000As filed for 2025 - In effect since
- January 1, 2002
Earlier sponsors: MMM Healthcare, Inc. (2009–2010); Ath Holding Company, LLC (2024).
Earlier plan names: MMM Healthcare, Inc. Retirement Plan; MMM Holdings Inc. 1081.01 Retirement Plan and Trust; MMM Holdings LLC 1081.01 Retirement Plan and Trust; Elevance Health Puerto Rico Retirement Plan.
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 3,851 | $58.3 million | Empower |
| 2024 | 5,077 | $97.6 million | Fidelity |
| 2023 | 4,168 | $74.1 million | Empower |
| 2021 | 3,291 | $65.3 million | Massachusets Mutual Life Insurance |
| 2020 | 3,028 | $55.4 million | Massachusets Mutual Life Insurance |
| 2019 | 3,027 | $46.1 million | not listed |
| 2018 | 2,617 | $34.8 million | Massachusets Mutual Life Insurance |
| 2017 | 2,454 | $33.2 million | Massachusets Mutual Life Insurance |
| 2016 | 2,209 | $25.3 million | Massachusets Mutual Life Insurance |
| 2015 | 2,004 | $20.6 million | Massachusets Mutual Life Insurance |
| 2014 | 1,531 | $17.8 million | Massachusets Mutual Life Insurance |
| 2013 | 1,478 | $14.8 million | Massachusets Mutual Life Insurance |
| 2012 | 1,410 | $11.0 million | Massachusets Mutual Life Insurance |
| 2011 | 958 | $8.5 million | Massachusets Mutual Life Insurance |
| 2010 | 1,363 | $6.9 million | Benefit Plans Admin Services |
| 2009 | 1,338 | $5.4 million | Benefit Plans Admin Services |