Form 5500 · Employee benefit plan · MONROE, NY
MBH SERVICES, LLC
The filing calls this plan MBH SERVICES, LLC EMPLOYEE BENEFITS PLAN.
Public Form 5500 records show how MBH SERVICES, LLC of MONROE, NY, a professional services employer, structures its employee benefits. Its broker of record is RELIABLE BROKERAGE. Coverage is written through MVP HEALTH SERVICES CORP and 2 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1548965 · plan 501 · plan year 2026, filed Aug 25, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability.
Reported premium across the insured contracts is $369,448, with $18,628 in disclosed broker commissions — about 5% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
RELIABLE BROKERAGE is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including MVP HEALTH SERVICES CORP, PRINCIPAL LIFE INSURANCE COMPANY and TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. MVP HEALTH SERVICES CORP writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MVP HEALTH SERVICES CORP | Health | 31 | Mar 1, 2026 | $305,867 | $12,764 |
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 308 | Mar 1, 2026 | $60,241 | $5,530 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Health | 8 | Mar 1, 2026 | $3,340 | $334 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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