Form 5500 · Employee benefit plan · PHOENIX, AZ
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.
The filing calls this plan MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. WELFARE BENEFIT PLAN.
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. of PHOENIX, AZ is a 1,133-participant real estate employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through DELTA DENTAL OF ARIZONA and 6 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0845708 · plan 501 · plan year 2026, filed Aug 17, 2026
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55 other employer plans in Arizona have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits, 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 8 insured contracts covering dental, vision, life and disability; the largest, with DELTA DENTAL OF ARIZONA, covers 697 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $1,409,983, with $124,497 in disclosed broker commissions — about 8.8% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
MARSH AND MCLENNAN AGENCY, LLC is the broker of record on 2 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 400 | Apr 1, 2026 | $307,801 | $46,437 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 533 | Apr 1, 2026 | $143,399 | $21,339 |
| DELTA DENTAL OF ARIZONA | Dental | 697 | Apr 1, 2026 | $397,212 | $19,164 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,215 | Apr 1, 2026 | $224,007 | $14,601 |
| DELTA DENTAL OF ARIZONA | Dental | 587 | Apr 1, 2026 | $193,449 | $9,176 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,227 | Apr 1, 2026 | $82,068 | $6,632 |
| TELADOC HEALTH, INC. | — | 1,481 | Apr 1, 2026 | $40,733 | $6,110 |
| JORGENSEN HEALTHCARE ASSOCIATES INC., DBA JORGENSEN BROOKS GROUP | — | 1,327 | Apr 1, 2026 | $21,314 | $1,038 |
Premium and claims on these contracts
DELTA DENTAL OF ARIZONA, contract 31237. For the contract year on this filing, the carrier reported $366,490 in premium earned and $223,136 in claims incurred. Dividing one by the other gives 61%.
DELTA DENTAL OF ARIZONA, contract 31237. For the contract year on this filing, the carrier reported $177,803 in premium earned and $86,255 in claims incurred. Dividing one by the other gives 49%.
- DELTA DENTAL OF ARIZONA, contract 31237 reported $92,539 in retention.
- DELTA DENTAL OF ARIZONA, contract 31237 reported $44,896 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Reported to OSHA
Reported to OSHA for 2025: 1,236 employees, 67 recordable cases, 80 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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