Plan5500

Mbi, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mbi, Inc. (EIN 06-0902721) is a plan sponsor located in Norwalk, CT with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0902721
Location
Norwalk, CT
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mbi, Inc.

  • 3 loaded plans hold $170.7M in reported assets.
  • The largest, Mbi, Inc. Profit Sharing Plan & Trust, holds 65% of this company's reported plan assets.
  • Plans cover 1,131 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$170.7MSummed across loaded plans$170,678,509
Total reported assets$170.7M$170,678,509
Total reported participants1.1K1,131
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$170.7M total assets
Net assets$170.7MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.1M
Total income / additions$34.6M
Expenses & distributions
Benefits paid / distributions$6M
Total expenses$6M
Net increase / (decrease)$28.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets65%Mbi, Inc. Profit Sharing Plan & Trust
Participants per plan377Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mbi, Inc. Profit Sharing Plan & Trust$111.4M
    Plan #001 · 358 participants · 2023
  2. 2
    Mbi, Inc 401(K) Plan$59.3M
    Plan #002 · 473 participants · 2023
  3. 3
    Mbi, Inc. Group Insurance Plannot reported in the loaded dataset
    Plan #501 · 300 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mbi, Inc.. Open one for its full reported snapshot.

  1. 2023
    Mbi, Inc 401(K) Plan473 participants · 2Sch HSch C
    View filing →
  2. 2023
    Mbi, Inc. Group Insurance Plan300 participants · 2Sch C
    View filing →
  3. 2023
    Mbi, Inc. Profit Sharing Plan & Trust358 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mbi, Inc. report on Form 5500?
Mbi, Inc. (EIN 06-0902721) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mbi, Inc.?
The Employer Identification Number (EIN) reported for Mbi, Inc. is 06-0902721.
What is the latest Form 5500 filing year for Mbi, Inc.?
The latest loaded Form 5500 filing year for Mbi, Inc. is 2023.

Related Form 5500 pages