Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MBO PARTNERS, INC
EIN 22-2609042management consultingLatest filing 2025
Plans
3
Retirement
2
$99.1M assets
Welfare
1
$2.5M premiums
Participants
1,194
20370 EXCHANGE STREET, SUITE 250 - ASHBURN, VA 20147703-793-6000mbopartners.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $99.1M assets / 1,055 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 475 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Other$179K
- Life$155K
- Short-term disability$155K
- Long-term disability$155K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
63%top
- MARSH & MCLENNAN AGENCY LLC63%
- NFP INSURANCE SERVICES INC20%
- JAMES R NELLIGAN & ASSOCIATES LLC7%
- ALLIANT INSURANCE SERVICES, INC.6%
- TOTALIS BENEFITS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MBO ASSOCIATE 401(K) PLAN
401k
Assets$82.0M
Participants786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MBO PARTNERS CORPORATE 401K PLAN
401k
Assets$17.2M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MBO PARTNERS WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MBO ASSOCIATE 401(K) PLAN | 401k | $82.0M | 786 | 2024 | |
| 002 | MBO PARTNERS CORPORATE 401K PLAN | 401k | $17.2M | 269 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MBO PARTNERS WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 475 | 2025 |
Retirement plans
Welfare plans