Mba Health Insurance Program — Form 5500 plan (Mba Group Insurance Trust)
Plain-English plan 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, Mba Health Insurance Program is a benefit plan reported by Mba Group Insurance Trust under EIN 91-6282535 and plan number 501. The latest loaded filing year is 2023. The filing reports 21,735 participants and $10,848,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mba Group Insurance Trust
- EIN
- 91-6282535
- Plan number
- 501
- Plan type
- 3
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 21,735
- End-of-year plan assets
- $10,848,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,735 | H, C | 20241009131941NAL0018379169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,848,897
- Total liabilities (EOY)
- $5,627,050
- Net assets (EOY)
- $5,221,847
- Net assets (BOY)
- -$4,707,123
Income & contributions
- Employer contributions
- $157,963,611
- Total contributions
- $157,963,611
- Total income / additions
- $158,564,093
Expenses & distributions
- Benefits paid
- $144,993,567
- Administrative expenses
- $3,641,556
- Total expenses
- $148,635,123
- Net increase / (decrease)
- $9,928,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epk & Associates, Inc. | PLAN ADMINISTRATOR | $3,244,507 | not reported in the loaded dataset | 2023 |
| First Choice Health | EMPLOYEE ASSISTANCE | $213,963 | not reported in the loaded dataset | 2023 |
| Perkins Coie | LAWYER | $112,299 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad, P.S. | ACCOUNTANT | $31,000 | not reported in the loaded dataset | 2023 |
| Chubb Insurance Company | INSURANCE AGENT | $17,060 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | TRUSTEE/CUSTODIAN | $16,227 | not reported in the loaded dataset | 2023 |
| Capital Benefit Group, LLC | HR, COMPLIANCE ASSISTANCE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mba Group Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Epk & Associates, Inc. — Schedule C compensation
- First Choice Health — Schedule C compensation
- Perkins Coie — Schedule C compensation
- Sweeney Conrad, P.S. — Schedule C compensation
- Chubb Insurance Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Capital Benefit Group, LLC — Schedule C compensation