Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.0M
- Prescription drug$10.0M
- Vision$7.8M
- Dental$7.7M
- Other$1.7M
- Life$1.5M
- +2 more
Sponsor portfolioTH
SBM MANAGEMENT SERVICES, LP
EIN 26-1375586facilities servicesLatest filing 2025
Plans
6
Retirement
1
$65.0M assets
Welfare
5
$11.7M premiums
Participants
11,170
5241 ARNOLD AVENUE - MCCLELLAN, CA 95652844-220-3900sbmmanagement.comLinkedIn10001+ employeesfacilities services
Benefits portfolio analytics
5 plans / $11.7M premiums / 13,619 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- BLUE CROSS OF CALIFORNIA65%
- KAISER FOUNDATION HEALTH PLAN INC19%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
46%top
- JOSEPH J HANEY46%
- USI INSURANCE SERVICES LLC31%
- ASSUREDPARTNERS15%
- CENTRO BENEFITS RESEARCH LLC7%
- KATHERINE TIRADO FLORES1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBM MANAGEMENT SERVICES, LP 401(K) SAVINGS PLAN
401k
Assets$65.0M
Participants7,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SBM MANAGEMENT SERVICES, LP UNION JANITORIAL HEALTH PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$7.6M
Covered lives916
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SBM MANAGEMENT SERVICES, LP HEALTH BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.1M
Covered lives12,074
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SBM MANAGEMENT SERVICES, LP UNION JANITORIAL LIFE AND DISABILITY PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.0M
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SBM MANAGEMENT SERVICES, LP UAW UNION MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SBM MANAGEMENT SERVICES, LP TEXAS INJURY BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBM MANAGEMENT SERVICES, LP 401(K) SAVINGS PLAN | 401k | $65.0M | 7,387 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SBM MANAGEMENT SERVICES, LP UNION JANITORIAL HEALTH PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $7.6M | 916 | 2025 | |
| 501 | SBM MANAGEMENT SERVICES, LP HEALTH BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.1M | 12,074 | 2025 | |
| 503 | SBM MANAGEMENT SERVICES, LP UNION JANITORIAL LIFE AND DISABILITY PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.0M | 629 | 2025 | |
| 504 | SBM MANAGEMENT SERVICES, LP UAW UNION MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 505 | SBM MANAGEMENT SERVICES, LP TEXAS INJURY BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans