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Sponsor portfolio

MNET FINANCIAL LLC

EIN 20-4131903-financial services-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$1.1M premiums
Participants
348
85 ARGONAUT, SUITE 212 - ALISO VIEJO, CA 92656888-816-5944mnetfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$6.2M - 235 part#501Fully Insured-$1.1M - 138 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$953K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Other$120K
  • Dental$81K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • STANDARD INSURANCE COMPANY4%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • NFP INSURANCE SERVICES INC50%
  • LOCKTON COMPANIES, LLC30%
  • REUBEN WARNER ASSOCIATES, INC.19%
  • PACIFIC ADVISORS LLC0%
Total $91K4 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

MNET FINANCIAL, LLC, PROFIT SHARING PLAN

401k

Assets$6.2M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MNET FINANCIAL LLC HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.1M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MNET FINANCIAL, LLC, PROFIT SHARING PLAN401k$6.2M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MNET FINANCIAL LLC HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.1M1382025
Retirement plans
Welfare plans
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