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Form 5500 · Employee benefit plan · PHOENIX, AZ

M HOLDING COMPANY

M HOLDING COMPANY of PHOENIX, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0757294 · plan 501 · as of Jul 2026

Participants
139
Carriers on file
4
Disclosed commissions
$23,071
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability118April$15,819
EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC.Dental207April$6,287
VISION SERVICE PLANVision188April$965
UNITED BEHAVIORAL HEALTH DBA OPTUM139April$0

Questions

Who is M HOLDING COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, M HOLDING COMPANY's broker of record is MARSH AND MCLENNAN AGENCY, LLC.

What insurance carrier does M HOLDING COMPANY use?

M HOLDING COMPANY's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does M HOLDING COMPANY's group plan renew?

The most recent Schedule A policy period for M HOLDING COMPANY ended in April. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from M HOLDING COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.