MBA Group Insurance Trust's EIN is 91-6282535.
Download the official 2024 Form 5500 (PDF) for MBA Group Insurance Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MBA Group Insurance Trust's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | TRUSTEE/CUSTODIAN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BENEFIT SERVICES, LLC | 91-1619527 | — | INSURANCE AGENT/BROKER | $7.0M |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (Non-interest bearing cash) Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $1.4M | 7.5% | |
| PIMCO Short-Term Instl Fund Mutual fund | Mutual Funds | — | — | $1.4M | 7.5% | |
| Metropolitan West Total Return Bd Fund Mutual fund | Other securities | — | — | $1.3M | 7.2% | |
| Schwab Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $532K | 2.9% | |
| Cohen & Steers Instl Realty Shares Fund Mutual fund | Other securities | — | — | $278K | 1.5% | |
| (Interest bearing cash) * HomeStreet Bank Business checking account | Cash / Money Market | — | — | $250K | 1.4% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $225K | 1.2% | |
| (Non-interest bearing cash) * Charles Schwab Bank Investment account | Mutual Funds | — | — | $10K | <0.1% | |
| (Interest bearing cash) * Charles Schwab Bank Investment account | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| L/P INSURANCE SERVICES LLC | — | RENO, NV | INSURANCE AGENT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPK & ASSOCIATES, INC. | 91-1947441 | — | PLAN ADMINISTRATOR | $3.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 91-1301672 | — | ACCOUNTANT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERKINS COIE | 91-0591206 | — | LAWYER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CHOICE HEALTH | 91-1272766 | — | EMPLOYEE ASSISTANCE | $192K | — |
