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Sponsor portfolio

MBK REAL ESTATE LLC

EIN 33-0393742-real estate-Latest filing 2024
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$14.3M premiums
Participants
6,401
4 PARK PLAZA, SUITE 1700 - IRVINE, CA 96214949-789-8353mymbk.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$34.1M - 4,350 part#502Fully Insured-$14.3M - 2,893 lives

Benefits portfolio analytics

1 plan / $14.3M premiums / 2,893 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.2M
  • Prescription drug$13.2M
  • Dental$9.8M
  • Other$989K
  • Life$784K
  • Short-term disability$784K
  • +2 more
Total $14.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • HARTFORD LIFE AND ACCIDENT5%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $14.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $521K1 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

MBK REAL ESTATE LLC 401(K) PLAN

401k

Assets$34.1M
Participants4,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH & WELFARE PLAN FOR EMPLOYEES OF MBK REAL ESTATE LLC

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$14.3M
Covered lives2,893
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MBK REAL ESTATE LLC 401(K) PLAN401k$34.1M4,3502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH & WELFARE PLAN FOR EMPLOYEES OF MBK REAL ESTATE LLCFully InsuredAETNA LIFE INSURANCE COMPANY$14.3M2,8932024
Retirement plans
Welfare plans
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