Mbl Life Wrap Around Welfare Benefit Plan — Form 5500 plan (Mbl Life Assurance Corporation)
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, Mbl Life Wrap Around Welfare Benefit Plan is a benefit plan reported by Mbl Life Assurance Corporation under EIN 22-3646417 and plan number 520. The latest loaded filing year is 2023. The filing reports 185 participants and $7,328,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mbl Life Assurance Corporation
- EIN
- 22-3646417
- Plan number
- 520
- Plan type
- 2
- Location
- Pennington, NJ
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $7,328,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015165321NAL0049007888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,328,559
- Total liabilities (EOY)
- $1,476,186
- Net assets (EOY)
- $5,852,373
- Net assets (BOY)
- $6,554,253
Income & contributions
- Participant contributions
- $311,219
- Total contributions
- $311,219
- Total income / additions
- $2,519,152
Expenses & distributions
- Benefits paid
- $2,647,829
- Administrative expenses
- $573,203
- Total expenses
- $3,221,032
- Net increase / (decrease)
- -$701,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spring Consulting Group LLC | NONE | $367,027 | not reported in the loaded dataset | 2023 |
| Mcconnell Jones Llp | NONE | $66,585 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $35,282 | not reported in the loaded dataset | 2023 |
| Spring Insurance Group | NONE | $31,178 | not reported in the loaded dataset | 2023 |
| Plante Moran | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Health Care Policy Roundtable LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Hartford | NONE | $11,612 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $9,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mbl Life Assurance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennington, NJ
- Spring Consulting Group LLC — Schedule C compensation
- Mcconnell Jones Llp — Schedule C compensation
- Bank Of America — Schedule C compensation
- Spring Insurance Group — Schedule C compensation
- Plante Moran — Schedule C compensation
- Health Care Policy Roundtable LLC — Schedule C compensation
- Hartford — Schedule C compensation
- Delta Dental — Schedule C compensation