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Sponsor portfolio

MOORS & CABOT, INC

EIN 04-2644548-financial services-Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$2.3M premiums
Participants
250
ONE FEDERAL STREET 19TH FLOOR - BOSTON, MA 02110800-426-0501moorscabot.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$22.7M - 123 part#501Fully Insured-$2.3M - 186 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Short-term disability$192K
  • Life$191K
  • Long-term disability$191K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • VISION SERVICE PLAN1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $86K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MOORS & CABOT, INC. 401(K) PLAN

401k

Assets$22.7M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOORS & CABOT HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.3M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOORS & CABOT, INC. 401(K) PLAN401k$22.7M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOORS & CABOT HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.3M1862025
Retirement plans
Welfare plans
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