Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$418K
- Prescription drug$418K
- Dental$111K
- Other$108K
- Vision$105K
- Life$105K
- +2 more
Sponsor portfolio
MASON-MCDUFFIE MORTGAGE CORPORATION
EIN 20-2693054Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$526K premiums
Participants
600
12647 ALCOSTA BOULEVARD, SUITE 300 - SAN RAMON, CA 94583925-242-4460
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $526K premiums / 453 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
- KAISER FOUNDATION HEALTH PLAN INC23%
- METROPOLITAN LIFE INSURANCE COMPANY20%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MASON MCDUFFIE MORTGAGE CORPORATION
401k
Assets$13.9M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MASON-MCDUFFIE MORTGAGE CORPORATION HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$526K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MASON MCDUFFIE MORTGAGE CORPORATION | 401k | $13.9M | 327 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MASON-MCDUFFIE MORTGAGE CORPORATION HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $526K | 453 | 2025 |
Retirement plans
Welfare plans