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Sponsor portfolioTH

JOHN MORIARTY & ASSOCIATES, INC.

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

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNITEDHEALTHCARE INSURANCE COMPANY59%
  • DELTA DENTAL OF CALIFORNIA22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • MONTGOMERY ASSOCIATES1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • DIGITAL INSURANCE LLC84%
  • CENTRO BENEFITS RESEARCH LLC16%
Total $51K2 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

JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN

401k

Assets$112.4M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN MORIARTY AND ASSOCIATES, INC. WELFARE BENEFITS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN401k$112.4M5412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN MORIARTY AND ASSOCIATES, INC. WELFARE BENEFITSMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.2M8372025
Retirement plans
Welfare plans
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