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Sponsor portfolio

MBH SERVICES LLC

EIN 26-1548965-financial services-Latest filing 2025
Plans
2
Retirement
1
$858K assets
Welfare
1
$4K premiums
Participants
261
3 KERESTIER CT UNIT S001 - MONROE, NY 10950845-458-8755mbhpays.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$858K - 92 part#501Mixed-$4K - 170 lives

Benefits portfolio analytics

1 plan / $4K premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$306K
  • Other$64K
  • Dental$60K
  • Vision$60K
  • Life$60K
  • Long-term disability$60K
Total $369K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • MVP HEALTH CARE83%
  • PRINCIPAL LIFE INSURANCE COMPANY16%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $369K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • RELIABLE BROKERAGE INC88%
  • FNA INSURANCE SERVICES INC11%
  • RELIABLE BROKERAGEINC1%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
Total $21K4 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

MBH SERVICES LLC 401(K) PROFIT SHARING PLAN

401k

Assets$858K
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MBH SERVICES, LLC EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$4K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MBH SERVICES LLC 401(K) PROFIT SHARING PLAN401k$858K922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MBH SERVICES, LLC EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$4K1702025
Retirement plans
Welfare plans
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