2023 Form 5500 filing — Mba Health Insurance Program
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009131941NAL0018379169001) for Mba Health Insurance Program, reported by Mba Group Insurance Trust under EIN 91-6282535 and plan number 501. It reports 21,735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131941NAL0018379169001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mba Group Insurance Trust
- EIN
- 91-6282535
- Plan number
- 501
- Location
- Bellevue, WA
- Participants
- 21,735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,848,897
- Total liabilities (EOY)
- $5,627,050
- Net assets (EOY)
- $5,221,847
- Employer contributions
- $157,963,611
- Total income / additions
- $158,564,093
- Benefits paid
- $144,993,567
- Administrative expenses
- $3,641,556
- Total expenses
- $148,635,123
- Net increase / (decrease)
- $9,928,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epk & Associates, Inc. | PLAN ADMINISTRATOR | $3,244,507 | not reported in the loaded dataset |
| First Choice Health | EMPLOYEE ASSISTANCE | $213,963 | not reported in the loaded dataset |
| Perkins Coie | LAWYER | $112,299 | not reported in the loaded dataset |
| Sweeney Conrad, P.S. | ACCOUNTANT | $31,000 | not reported in the loaded dataset |
| Chubb Insurance Company | INSURANCE AGENT | $17,060 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | TRUSTEE/CUSTODIAN | $16,227 | not reported in the loaded dataset |
| Capital Benefit Group, LLC | HR, COMPLIANCE ASSISTANCE | $6,500 | not reported in the loaded dataset |