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Sponsor portfolio

MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.

EIN 86-0845708-real estate-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$1.4M premiums
Participants
2,416
11201 NORTH TATUM BOULEVARD, SUITE 260 - PHOENIX, AZ 85028602-279-5155LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.6M - 1,202 part#501Mixed-$1.4M - 1,214 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$591K
  • Long-term disability$532K
  • Other$429K
  • Short-term disability$308K
  • Life$224K
  • Vision$82K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • DELTA DENTAL OF CALIFORNIA42%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • +2 more
Total $1.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • MARSH & MCLENNAN AGENCY LLC62%
  • GALLAGHER BENEFIT SERVICES, INC.26%
  • LOVITT AND TOUCHE, INC.7%
  • UNKNOWN4%
Total $145K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN

401k

Assets$14.6M
Participants1,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF ARIZONA

Premiums$1.4M
Covered lives1,214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN401k$14.6M1,2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. WELFARE BENEFIT PLANMixedDELTA DENTAL OF ARIZONA$1.4M1,2142025
Retirement plans
Welfare plans
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