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  2. John Moriarty & Associates, Inc.
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Filings through Oct 24, 2026.

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John Moriarty & Associates, Inc.

EIN 04-2852561-construction-Latest filing 2025
Plans
2
Retirement
1
$112.4M assets
Health & Benefits
1
$1.2M premiums
Participants
904
3 CHURCH STREET - WINCHESTER, MA 01890781-729-3900jm-a.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401(k)-$112.4M - 541 part#501Mixed-$1.2M - 837 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.2M premiums / 837 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$733K
  • Stop-loss$733K
  • Dental$274K
  • Other$236K
  • Life$229K
  • Short-term disability$229K
  • +1 more
Total $1.2M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN

401(k)

Assets$112.4M
Participants541
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JOHN MORIARTY AND ASSOCIATES, INC. WELFARE BENEFITS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives837
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN401(k)$112.4M5412025
  • JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN$112.4M
    #001 · 401(k) · 2025541

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JOHN MORIARTY AND ASSOCIATES, INC. WELFARE BENEFITSMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.2M8372025
  • JOHN MORIARTY AND ASSOCIATES, INC. WELFARE BENEFITS$1.2M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025837
Retirement plans
Health & Benefits plans

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