Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Prescription drug$3.5M
- Dental$176K
- Long-term disability$89K
- Life$82K
- Other$82K
- +1 more
Sponsor portfolioTH
MORTGAGE BANKERS ASSOCIATION
EIN 36-1505650bankingLatest filing 2025
Plans
2
Retirement
1
$77.5M assets
Welfare
1
$3.9M premiums
Participants
414
1919 M STREET NW, 5TH FLOOR - WASHINGTON, DC 20036202-557-2802mbanj.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 156 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
67%top
- DIGITAL INSURANCE LLC67%
- AON CONSULTING INC33%
- KELLY & ASSOCIATES INSURANCE GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE MORTGAGE BANKERS ASSOCIATION 401(K) SAVINGS PLAN
401k
Assets$77.5M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORTGAGE BANKERS ASSOCIATION HEALTH AND WELFARE PLANS
Mixed - CAREFIRST BLUECHOICE, INC
Premiums$3.9M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE MORTGAGE BANKERS ASSOCIATION 401(K) SAVINGS PLAN | 401k | $77.5M | 256 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORTGAGE BANKERS ASSOCIATION HEALTH AND WELFARE PLANS | Mixed | CAREFIRST BLUECHOICE, INC | $3.9M | 156 | 2025 |
Retirement plans
Welfare plans