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Sponsor portfolio

MULLIGAN FUNDING, LLC

EIN 26-3605217-financial services-Latest filing 2024
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$1.6M premiums
Participants
333
4715 VIEWRIDGE AVE SUITE 100 - SAN DIEGO, CA 92123619-977-7009mulliganfunding.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$9.1M - 176 part#501Fully Insured-$1.6M - 153 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Other$76K
  • Life$58K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ALLIANT INSURANCE SERVICES, INC.85%
  • USI INSURANCE SERVICES LLC15%
Total $90K2 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

MULLIGAN FUNDING 401(K) PLAN

401k

Assets$9.1M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MULLIGAN FUNDING, LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MULLIGAN FUNDING 401(K) PLAN401k$9.1M1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MULLIGAN FUNDING, LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M1532024
Retirement plans
Welfare plans
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