Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$111K
- Life$107K
- Short-term disability$107K
- Long-term disability$107K
- Dental$105K
- Vision$16K
Sponsor portfolio
M HOLDING CO.
EIN 30-0757294Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$232K premiums
Participants
333
221 S. 35TH AVENUE - PHOENIX, AZ 85009602-272-2671
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $232K premiums / 207 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY46%
- EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC45%
- VISION SERVICE PLAN7%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
76%top
- MARSH & MCLENNAN AGENCY LLC76%
- LOVITT AND TOUCHE, INC.24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
M HOLDING CO. 401(K) PROFIT SHARING PLAN
401k
Assets$8.3M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
M HOLDING COMPANY
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$232K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M HOLDING CO. 401(K) PROFIT SHARING PLAN | 401k | $8.3M | 194 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | M HOLDING COMPANY | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $232K | 207 | 2025 |
Retirement plans
Welfare plans