Monterey Benefits Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 7

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Monterey Benefits General Information

Description

Provider of employee benefit plan management services. The company provides employee benefit management services for group health, dental, disability, life, long-term care and voluntary benefit products in the United States.

Contact Information

Website
www.montereybenefits.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 9150 East Del Camino Drive
  • Suite 112
  • Scottsdale, AZ 85258
  • United States
Primary Industry
Other Insurance
Acquirer
Johnson Financial Group (Consumer Finance)
Corporate Office
  • 9150 East Del Camino Drive
  • Suite 112
  • Scottsdale, AZ 85258
  • United States

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Monterey Benefits Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Monterey Benefits Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of employee benefit plan management services. The company provides employee benefit management services for gro
Other Insurance
Scottsdale, AZ
7 As of 2016

Ljubljana, Slovenia
 

Memphis, TN
 
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Monterey Benefits Competitors (25)

One of Monterey Benefits’s 25 competitors is Generali Slovenija, a Corporation company based in Ljubljana, Slovenia.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Generali Slovenija Corporation Ljubljana, Slovenia
Sedgwick Claims Management Services Private Equity-Backed Memphis, TN
MetLife Česká republika Corporation Prague, Czech Republic
Cigna Healthcare Singapore Corporation Singapore, Singapore
MetLife Slovensko Corporation Bratislava, Slovakia
You’re viewing 5 of 25 competitors. Get the full list »

Monterey Benefits Patents

  • 1

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • 1

    Pending

  • Expiring in next 12 mo

Monterey Benefits Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
DE-2330892-A1 Loop device for sewing machines Pending 13-Nov-1972

Monterey Benefits Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Monterey Benefits FAQs

  • When was Monterey Benefits founded?

    Monterey Benefits was founded in 1998.

  • Where is Monterey Benefits headquartered?

    Monterey Benefits is headquartered in Scottsdale, AZ.

  • What is the size of Monterey Benefits?

    Monterey Benefits has 7 total employees.

  • What industry is Monterey Benefits in?

    Monterey Benefits’s primary industry is Other Insurance.

  • Is Monterey Benefits a private or public company?

    Monterey Benefits is a Private company.

  • What is Monterey Benefits’s current revenue?

    The current revenue for Monterey Benefits is .

  • Who are Monterey Benefits’s competitors?

    Generali Slovenija, Sedgwick Claims Management Services, MetLife Česká republika, Cigna Healthcare Singapore, and MetLife Slovensko are some of the 25 competitors of Monterey Benefits.

  • When was Monterey Benefits acquired?

    Monterey Benefits was acquired on 05-Oct-2016.

  • Who acquired Monterey Benefits?

    Monterey Benefits was acquired by Johnson Financial Group (Consumer Finance).

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