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Sponsor portfolio

MESA FULLY FORMED LLC

EIN 27-1260137-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$840K premiums
Participants
487
1220 W HARWELL RD - GILBERT, AZ 852331833480-503-8613valleywidecountertops.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$4.6M - 222 part#501Fully Insured-$840K - 267 lives

Benefits portfolio analytics

1 plan / $840K premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$871K
  • Dental$871K
  • Prescription drug$871K
  • Life$32K
  • Other$32K
  • Vision$13K
Total $916K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $916K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MJ INSURANCE100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MESA FULLY FORMED LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.6M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MESA FULLY FORMED HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$840K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MESA FULLY FORMED LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.6M2222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MESA FULLY FORMED HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$840K2672025
Retirement plans
Welfare plans
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