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Sponsor portfolio

MARCUS AND MILLICHAP, INC.

EIN 35-2478370-real estate-Latest filing 2025
Plans
2
Retirement
1
$67.1M assets
Welfare
1
$12.9M premiums
Participants
1,878
23975 PARK SORRENTO, SUITE 400 - CALABASAS, CA 91302818-212-2250marcusmillichap.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$67.1M - 1,054 part#501Fully Insured-$12.9M - 622 lives

Benefits portfolio analytics

1 plan / $12.9M premiums / 622 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.6M
  • Prescription drug$12.6M
  • Dental$11.4M
  • Vision$11.4M
  • Other$259K
  • Life$170K
  • +2 more
Total $12.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $12.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $353K1 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

MARCUS & MILLICHAP, INC. 401(K) PLAN

401k

Assets$67.1M
Participants1,054
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARCUS AND MILLICHAP, INC. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$12.9M
Covered lives622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARCUS & MILLICHAP, INC. 401(K) PLAN401k$67.1M1,0542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARCUS AND MILLICHAP, INC. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$12.9M6222025
Retirement plans
Welfare plans
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