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Sponsor portfolio

MBO PROFESSIONAL SERVICES, INC

EIN 26-4179224-Latest filing 2025
Plans
4
Retirement
1
$52.5M assets
Welfare
3
$438K premiums
Participants
4,892
20370 EXCHANGE STREET, SUITE 250 - ASHBURN, VA 20147703-793-6000
Plans on this EIN
4 filings
#001401k-$52.5M - 4,109 part#501Fully Insured-$316K - 388 lives#503Fully Insured-$81K - 155 lives#502Fully Insured-$41K - 240 lives

Benefits portfolio analytics

3 plans / $438K premiums / 783 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$316K
  • Dental$316K
  • Prescription drug$316K
  • Life$81K
  • Long-term disability$81K
  • Other$81K
  • +1 more
Total $438K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • AETNA LIFE INSURANCE COMPANY72%
  • HARTFORD LIFE AND ACCIDENT19%
  • VISION SERVICE PLAN9%
Total $438K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • UNKNOWN4%
  • NFP INSURANCE SERVICES INC1%
Total $93K3 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

MBO PROFESSIONAL SERVICES INC. 401(K) PLAN

401k

Assets$52.5M
Participants4,109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MBO PROFESSIONAL SERVICES, INC MEDICAL AND DENTAL PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$316K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MBO PROFESSIONAL SERVICES INC. LIFE & DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$81K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MBO PROFESSIONAL SERVICES INC. VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$41K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MBO PROFESSIONAL SERVICES INC. 401(K) PLAN401k$52.5M4,1092024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MBO PROFESSIONAL SERVICES, INC MEDICAL AND DENTAL PLANFully InsuredAETNA LIFE INSURANCE CO.$316K3882025
503MBO PROFESSIONAL SERVICES INC. LIFE & DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$81K1552025
502MBO PROFESSIONAL SERVICES INC. VISION PLANFully InsuredVISION SERVICE PLAN$41K2402025
Retirement plans
Welfare plans
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