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Sponsor portfolio

MBMS, LLC

EIN 20-1751180-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$2.1M premiums
Participants
396
111 CONTINENTAL DRIVE SUITE 315 - NEWARK, DE 19713888-625-4753mbms.netLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$12.8M - 205 part#505Fully Insured-$2.1M - 279 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Other$207K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$98K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • HARTFORD LIFE AND ACCIDENT5%
  • AETNA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • LISA MICHAEL58%
  • CORPORATE SYNERGIES GROUP LLC28%
  • FOUNDATION RISK PARTNERS CORP5%
  • MICHAEL J PERRI3%
  • LISA A PERRI2%
  • +3 more
Total $110K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MBMS 401K PLAN

401k

Assets$12.8M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MBMS, LLC GROUP BENEFITS PLAN

Fully Insured - HIGHMARK DELAWARE

Premiums$2.1M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MBMS 401K PLAN401k$12.8M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MBMS, LLC GROUP BENEFITS PLANFully InsuredHIGHMARK DELAWARE$2.1M2792024
Retirement plans
Welfare plans
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