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Sponsor portfolio

MINDBODY, INC.

EIN 20-1898451-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
1
$122.8M assets
Welfare
1
$1.4M premiums
Participants
2,873
4051 BROAD STREET, STE. 220 - SAN LUIS OBISPO, CA 93401805-476-2700mindbodyonline.comLinkedIn1001-5000 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$122.8M - 1,949 part#501Mixed-$1.4M - 1,565 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Dental$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Vision$83K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA85%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • ANTHEM LIFE INSURANCE COMPANY6%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • WILLIS TOWERS WATSON US LLC83%
  • LOCKTON COMPANIES, LLC17%
Total $124K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MINDBODY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$122.8M
Participants1,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MINDBODY, INC. HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives1,565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MINDBODY, INC. 401(K) PROFIT SHARING PLAN401k$122.8M1,9492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MINDBODY, INC. HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.4M1,5652024
Retirement plans
Welfare plans
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