Form 5500 · Employee benefit plan · ALPHARETTA, GA
MATIV HOLDINGS, INC
The filing calls this plan MATIV HOLDINGS, INC. EMPLOYEE BENEFITS PLAN.
MATIV HOLDINGS, INC of ALPHARETTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through DELTA DENTAL INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1612879 · plan 501 · plan year 2025, filed May 28, 2026
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110 other employer plans in Georgia have policy years ending in April. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: DELAWARE AMERICAN LIFE INSURANCE OF AMERICA covers 1 of 2,765 participants (under 0.1%) on Schedule A.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with DELTA DENTAL INSURANCE COMPANY, covers 4,677 people.
Reported premium across the insured contracts is $4,799,319, with $217,070 in disclosed broker commissions — about 4.5% of premium.
The health contract's policy period ended in April, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 4 of the 8 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including DELTA DENTAL INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. and DELAWARE AMERICAN LIFE INSURANCE OF AMERICA. DELTA DENTAL INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,873 | Jan 1, 2026 | $1,344,475 | $67,224 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 404 | Jan 1, 2026 | $194,708 | $48,677 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 2,677 | Jan 1, 2026 | $964,456 | $48,223 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 364 | Jan 1, 2026 | $107,126 | $26,781 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 4,577 | Jan 1, 2026 | $307,961 | $26,165 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 4,677 | Jan 1, 2026 | $1,810,232 | $0 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Health, Dental, Life, Disability | 1 | May 1, 2025 | $46,622 | $0 |
| CARE-PLUS DENTAL PLANS, INC. | Dental | 45 | Jan 1, 2026 | $23,739 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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