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Sponsor portfolio

MBS OPCO LLC

EIN 82-3571963-Information-Latest filing 2024
Plans
2
Retirement
1
$26.0M assets
Welfare
1
$1.9M premiums
Participants
264
101 EMPTY SADDLE TRAIL - HAILEY, ID 83333208-788-6909
Plans on this EIN
2 filings
#002401k-$26.0M - 174 part#502Fully Insured-$1.9M - 211 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$111K
  • Other$67K
  • Life$66K
  • Short-term disability$66K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • UNITED HERITAGE LIFE INSURANCE COMPANY1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ALLIANT INSURANCE SERVICES, INC.97%
  • KEVIN OVERBEY3%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MBS OPCO LLC 401 (K) PLAN

401k

Assets$26.0M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MBS OPCO LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MBS OPCO LLC 401 (K) PLAN401k$26.0M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MBS OPCO LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M2112024
Retirement plans
Welfare plans
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