Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MBM INSURANCE SERVICES, INC.
EIN 11-3641112investment bankingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
5550 MERRICK RD STE 203 - MASSAPEQUA, NY 117586238516-795-8248LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MBM INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MBM INSURANCE SERVICES, INC. 401(K) PLAN
401k
Assets$313K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MBM INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 3 | 2024 | |
| 002 | MBM INSURANCE SERVICES, INC. 401(K) PLAN | 401k | $313K | 3 | 2024 |
Retirement plans