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Sponsor portfolioWelfare / HealthEIN 22-2609042
MBO PARTNERS, INC
20370 EXCHANGE STREET, SUITE 250 · ASHBURN, VA 20147
7037936000
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
475
No prior year
Total participants
139
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$2.5M
MBO PARTNERS WELFARE BENEFIT PLAN
Fully insured475 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$1.8M
MBO PARTNERS WELFARE BENEFIT PLAN
Fully insured206 covered·4 carriers
Primary: INNOVATION HEALTH
Plan #502$1.1M
MBO PARTNERS INC MEDICAL PLAN
Fully insured146 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #501$236K
MBO PARTNERS INC WELFARE PLAN
Fully insured184 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 43.9% | |
| Dental | $2.3M | 43.9% | |
| Other | $179K | 3.3% | |
| Life | $155K | 2.9% | |
| Short-term disability | $155K | 2.9% | |
| Long-term disability | $155K | 2.9% | |
| Vision | $13K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HD | $2.3M | 92.5% | 1 | 1 | 475 |
EIN 042381280 | LSTDLTDOth | $179K | 7.0% | 1 | 2 | 139 |
EIN 237089668 | V | $13K | 0.5% | 1 | 1 | 101 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $63K | $66K | 63.2% | 1 |
| NFP INSURANCE SERVICES INC | CHARLOTTE, NC | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | $6K | $21K | 20.4% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $697 | $6K | $7K | 6.9% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | SEATTLE, WA | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $1K | $7K | 6.5% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 3.0% | 1 |
History & trajectory
11 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