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  2. M Financial Holdings Incorporated
  • Benefits analytics
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Filings through Oct 24, 2026.

M Financial Holdings Incorporated

EIN 93-1189872-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$101.5M assets
Health & Benefits
2
$8.8M premiums
Participants
885
1125 NW COUCH STREET, SUITE 900 - PORTLAND, OR 97209503-232-6960
Plans on this EIN
3 filings
#002401(k)-$101.5M - 424 part#505Mixed-$4.4M - 534 lives#501Fully insured-$4.4M - 1,025 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $8.8M premiums / 1,559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Health$3.9M
  • Dental$3.9M
  • Vision$3.9M
  • Life$318K
  • Short-term disability$318K
  • +1 more
Total $4.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

401(k)

Assets$101.5M
Participants424
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives534
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

M FINANCIAL GROUP HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives1,025
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN401(k)$101.5M4242025
  • M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN$101.5M
    #002 · 401(k) · 2025424

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.4M5342024
#501M FINANCIAL GROUP HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.4M1,0252025
  • M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN$4.4M
    #505 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2024534
  • M FINANCIAL GROUP HEALTH AND WELFARE PLAN$4.4M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,025
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
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  4. Health & Benefits plans
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