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Sponsor portfolio

MB2 DENTAL, PLLC.

EIN 26-4287971-Latest filing 2025
Plans
2
Retirement
1
$169.6M assets
Welfare
1
$3.0M premiums
Participants
18,412
2403 LACY LANE - CARROLLTON, TX 75006972-869-3789
Plans on this EIN
2 filings
#001401k-$169.6M - 10,338 part#503Mixed-$3.0M - 8,031 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 8,031 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • Other$2.5M
  • Vision$484K
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA84%
  • DEARBORN LIFE INSURANCE COMPANY16%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HOLMES MURPHY & ASSOCIATES89%
  • AVANT SPECIALTY BENEFITS LLC11%
Total $435K2 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

MB2 DENTAL SOLUTIONS 401(K) PLAN

401k

Assets$169.6M
Participants10,338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MB2 DENTAL, PLLC HEALTH & WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.0M
Covered lives8,031
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MB2 DENTAL SOLUTIONS 401(K) PLAN401k$169.6M10,3382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MB2 DENTAL, PLLC HEALTH & WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.0M8,0312025
Retirement plans
Welfare plans
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