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Sponsor portfolio

M FINANCIAL GROUP

EIN 93-1189872-Latest filing 2025
Plans
3
Retirement
1
$91.7M assets
Welfare
2
$8.8M premiums
Participants
909
1125 NW COUCH STREET, SUITE 900 - PORTLAND, OR 97209503-232-6960
Plans on this EIN
3 filings
#002401k-$91.7M - 448 part#505Mixed-$4.4M - 534 lives#501Fully Insured-$4.4M - 1,025 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • MODERN HEALTH0%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • AON CONSULTING INC65%
  • LOCKTON COMPANIES, LLC35%
Total $16K2 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

M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

401k

Assets$91.7M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

M FINANCIAL GROUP HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives1,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN401k$91.7M4482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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