PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. M&M CORPORATE SERVICES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-4286611

M&M CORPORATE SERVICES, INC.

777 S. CALIFORNIA AVENUE · PALO ALTO, CA 94304
6508422246
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
444
No prior year
Total participants
214
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$4.2M
MARCUS AND MILLICHAP GROUP HEALTH PLAN
Fully insured444 covered·7 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M37.0%
Prescription drug$4.0M37.0%
Dental$2.7M24.3%
Life$71K0.7%
Other$59K0.5%
Long-term disability$35K0.3%
Vision$31K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRxD
$2.7M63.4%11444
KAISER FOUNDATION HEALTH PLAN INC
EIN 910511770
HRx
$1.4M33.1%13159
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$106K2.5%13214
VISION SERVICE PLAN
EIN 941632821
V
$31K0.7%11183
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
Oth
$12K0.3%11113

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCIRVINE, CABLUE CROSS OF CALIFORNIA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$93K$3K$96K75.8%1
BURNHAM BENEFITS INSURANCE SERVICESIRVINE, CAKAISER FOUNDATION HEALTH PLAN OF WASHINGTON, KAISER FOUNDATION HEALTH PLAN INC., KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, VISION SERVICE PLAN$31K$0$31K24.2%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica