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Sponsor portfolio

M & R CORPORATE SERVICES, LLC

EIN 20-5895435-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$257K premiums
Participants
277
1655 TECH DRIVE - BAY CITY, MI 487069792989-686-8920
Plans on this EIN
2 filings
#001401k-$6.1M - 169 part#501Mixed-$257K - 108 lives

Benefits portfolio analytics

1 plan / $257K premiums / 108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$212K
  • Life$44K
  • Short-term disability$44K
  • Long-term disability$44K
  • Other$44K
Total $257K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • VALENZ HEALTH83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $257K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ASR HEALTH BENEFITS60%
  • VALLEY UNITED INSURANCE AGENCY40%
Total $11K2 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

M & R CORPORATE SERVICES, LLC 401(K) PLAN

401k

Assets$6.1M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M & R CORPORATE SERVICES, LLC WELFARE BENEFIT PLAN

Mixed - VALENZ

Premiums$257K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001M & R CORPORATE SERVICES, LLC 401(K) PLAN401k$6.1M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M & R CORPORATE SERVICES, LLC WELFARE BENEFIT PLANMixedVALENZ$257K1082024
Retirement plans
Welfare plans
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