Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
MBI, INC.
EIN 06-0902721internetLatest filing 2025
Plans
3
Retirement
2
$177.7M assets
Welfare
1
$234K premiums
Participants
930
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $177.7M assets / 697 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $234K premiums / 312 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$156K
- Long-term disability$78K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA67%
- LIFE INSURANCE COMPANY OF NORTH AMERICA33%
Broker market share
Schedule A broker compensation
100%top
- ROCCO MANCINI100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MBI, INC. PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$110.4M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MBI, INC. 401(K) PLAN
401k
Assets$67.4M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MBI, INC. GROUP INSURANCE PLAN
Mixed - GUARDIAN
Premiums$234K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MBI, INC. PROFIT SHARING PLAN & TRUST | ProfitSharing | $110.4M | 325 | 2025 | |
| 002 | MBI, INC. 401(K) PLAN | 401k | $67.4M | 372 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MBI, INC. GROUP INSURANCE PLAN | Mixed | GUARDIAN | $234K | 312 | 2025 |
Retirement plans
Welfare plans