Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Life$343K
- Other$343K
- Dental$188K
- Vision$188K
- Long-term disability$188K
- +1 more
Sponsor portfolio
MULBERRY ST. MANAGEMENT SERVICES
EIN 01-0588237hospital & health careLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$2.2M premiums
Participants
1,844
1097 GREENBAG RD - MORGANTOWN, WV 265081532304-291-9066mulberrystreetmanagement.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 230 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
77%top
- STALWART INSURANCE LLC77%
- ALAN ROSENBERGER20%
- PAUL EDWARD KOONTZ2%
- KEVIN RAY JOHNSTON1%
- NICK WISDA0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MULBERRY STREET MANAGEMENT SERVICES, INC. 401(K) PROFIT
401k
Assets$1.4M
Participants1,614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MULBERRY STREET MANAGEMENT SERVICES, INC. BENEFIT PLAN
Fully Insured - HIGHMARK, INC.
Premiums$2.2M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MULBERRY STREET MANAGEMENT SERVICES, INC. 401(K) PROFIT | 401k | $1.4M | 1,614 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MULBERRY STREET MANAGEMENT SERVICES, INC. BENEFIT PLAN | Fully Insured | HIGHMARK, INC. | $2.2M | 230 | 2025 |
Retirement plans
Welfare plans