PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SBM MANAGEMENT SERVICES, LP

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 26-1375586

SBM MANAGEMENT SERVICES, LP

5241 ARNOLD AVENUE · MCCLELLAN, CA 95652
8442203900
Plans filed
5
Years active
2020–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$11.7M
No prior year
Persons covered
13,619
No prior year
Total participants
3,783
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$7.6M
SBM MANAGEMENT SERVICES, LP UNION JANITORIAL HEALTH PLAN
Fully insured916 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF MICHIGAN
Plan #501$3.1M
SBM MANAGEMENT SERVICES, LP HEALTH BENEFITS PLAN
Fully insured12,074 covered·9 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #503$1.0M
SBM MANAGEMENT SERVICES, LP UNION JANITORIAL LIFE AND DISABILITY PLAN
Fully insured629 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #504$0
SBM MANAGEMENT SERVICES, LP UAW UNION MEDICAL PLAN
Self-funded0 covered·0 carriers
Plan #505$0
SBM MANAGEMENT SERVICES, LP TEXAS INJURY BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.0M24.5%
Prescription drug$10.0M24.5%
Vision$7.8M19.1%
Dental$7.7M19.0%
Other$1.7M4.2%
Life$1.5M3.6%
Short-term disability$1.1M2.6%
Long-term disability$1.0M2.5%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRxDV
$7.6M64.6%11916
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.3M19.3%12253
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$1.0M8.6%11629
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDOth
$388K3.3%125,517
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$144K1.2%1112,074
EYEMED VISION CARE
EIN 430949844
V
$142K1.2%111,770
TRIPLE S SALUD, INC.
EIN 660555677
HRxDOth
$91K0.8%1111
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDVLOth
$62K0.5%1113
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$52K0.4%11229

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JOSEPH J HANEYSTERLING HEIGHTS, MIBLUE CROSS BLUE SHIELD OF MICHIGAN$157K$0$157K46.0%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$94K$11K$106K31.0%1
ASSUREDPARTNERSSTERLING HEIGHTS, MIPRUDENTIAL INSURANCE COMPANY OF AMERICA$50K$0$50K14.6%1
CENTRO BENEFITS RESEARCH LLCATLANTA, GAPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$24K$24K7.0%1
KATHERINE TIRADO FLORESMCCLELLAN, CATRIPLE S SALUD, INC.$5K$0$5K1.3%1
STEVEN RAY GRIFFINBIRMINGHAM, ALPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$263$0$2630.1%1
WORKPLACE SOLUTIONS, INC.COLUMBIA, SCPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$161$0$1610.0%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$23$0$230.0%1
KELLEY AND SWAIN, INCSAN FRANCISCO, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$8$0$80.0%1

History & trajectory

6 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