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Sponsor portfolioWelfare / HealthEIN 36-1505650

MORTGAGE BANKERS ASSOCIATION

1919 M STREET NW · WASHINGTON, DC 20036
2025572802
Plans filed
4
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
156
No prior year
Total participants
158
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$3.9M
MORTGAGE BANKERS ASSOCIATION HEALTH AND WELFARE PLANS
Mixed156 covered·4 carriers
Primary: CAREFIRST BLUECHOICE, INC
Plan #504$2.3M
HEALTH AND DENTAL PLAN
Fully insured338 covered·3 carriers
Primary: GHMSI/CARE FIRST BLUE CHOICE
Plan #503$59K
DISABILITY PLAN
Mixed157 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$0
MBA BUSINESS TRAVEL ACCIDENT
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.5M47.0%
Prescription drug$3.5M47.0%
Dental$176K2.4%
Long-term disability$89K1.2%
Life$82K1.1%
Other$82K1.1%
Vision$26K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521358219
HRx
$3.5M90.4%11136
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$176K4.5%11138
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$171K4.4%13156
VISION SERVICE PLAN
EIN 061227840
V
$26K0.7%11128

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY, CAREFIRST BLUECHOICE, INC$100K$1K$101K66.6%1
AON CONSULTING INCCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY, CAREFIRST BLUECHOICE, INC$46K$3K$50K32.7%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDVISION SERVICE PLAN$1K$0$1K0.7%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
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