Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$935K
- Health$776K
- Dental$754K
- Vision$752K
- Life$624K
- Short-term disability$624K
- +1 more
Sponsor portfolio
MBS ASSET MANAGEMENT LLC
EIN 27-5242020medical practiceLatest filing 2025
Plans
2
Retirement
1
$66.9M assets
Welfare
1
$2.3M premiums
Participants
1,741
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 7,932 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- ANTHEM LIFE INSURANCE COMPANY59%
- UNIMERICA INSURANCE COMPANY40%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- CVS PHARMACY, INC0%
Broker market share
Schedule A broker compensation
100%top
- FOUNDATION RISK PARTNERS CORP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MBS ASSET MANAGEMENT, LLC 401(K) PLAN
401k
Assets$66.9M
Participants648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MBS ASSET MANAGEMENT, LLC WELFARE BENEFIT PLAN
Fully Insured - WELLPOINT STOP LOSS
Premiums$2.3M
Covered lives7,932
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MBS ASSET MANAGEMENT, LLC 401(K) PLAN | 401k | $66.9M | 648 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MBS ASSET MANAGEMENT, LLC WELFARE BENEFIT PLAN | Fully Insured | WELLPOINT STOP LOSS | $2.3M | 7,932 | 2024 |
Retirement plans
Welfare plans