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Sponsor portfolioWelfare / HealthEIN 27-5242020

MBS ASSET MANAGEMENT LLC

1600 ROSECRANS AVE · MANHATTAN BEACH, CA 902663708
3107272706
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$5.8M
No prior year
Persons covered
1,090
No prior year
Total participants
1,090
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.8M
MBS ASSET MANAGEMENT, LLC WELFARE BENEFIT PLAN
Fully insured1,090 covered·5 carriers
Primary: CVS PHARMACY, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$3.3M27.4%
Dental$1.3M10.6%
Vision$1.3M10.5%
Life$1.3M10.5%
Short-term disability$1.3M10.5%
Long-term disability$1.3M10.5%
Other$1.3M10.5%
Stop-loss$1.1M9.1%
Health$23K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CVS PHARMACY, INC
EIN 050340626
Rx
$3.3M58.0%121,090
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$1.3M22.3%11514
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
SL
$1.1M19.3%111,090
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HD
$24K0.4%125

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FOUNDATION RISK PARTNERS CORPORANGE, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, GUARDIAN$403K$0$403K100.0%1

History & trajectory

8 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
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