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Sponsor portfolioWelfare / HealthEIN 30-0757294

M HOLDING COMPANY

221 SOUTH 35TH AVENUE · PHOENIX, AZ 85009
6022722671
Plans filed
1
Years active
2018–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$232K
No prior year
Persons covered
207
No prior year
Total participants
139
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$232K
M HOLDING COMPANY
Mixed207 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$111K20.0%
Life$107K19.4%
Short-term disability$107K19.4%
Long-term disability$107K19.4%
Dental$105K18.9%
Vision$16K2.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$107K46.3%11118
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC
EIN 204023720
D
$105K45.2%11207
VISION SERVICE PLAN
EIN 061227840
V
$16K6.9%11188
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$3K1.5%11139

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCTUCSON, AZUNITED OF OMAHA LIFE INSURANCE COMPANY$16K$7K$22K75.5%1
LOVITT AND TOUCHE, INC.LOS ANGELES, CAEDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC., VISION SERVICE PLAN$7K$0$7K24.5%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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