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Sponsor portfolio

MORRIS GROUP, INC.

EIN 06-0610609-law practice-Latest filing 2025
Plans
2
Retirement
1
$146.5M assets
Welfare
1
$658K premiums
Participants
2,216
910 DAY HILL ROAD - WINDSOR, CT 06095860-687-3400bradleymorrislaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#003401k-$146.5M - 1,292 part#501Mixed-$658K - 917 lives

Benefits portfolio analytics

1 plan / $658K premiums / 917 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$548K
  • Life$424K
  • Long-term disability$406K
  • Vision$92K
Total $658K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA62%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
  • VISION SERVICE PLAN14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $658K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • USI INSURANCE SERVICES LLC1%
  • CHARLES D. BLOCK0%
  • JAMES H. VAN EPPS0%
Total $35K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MORRIS GROUP, INC. 401(K) PLAN

401k

Assets$146.5M
Participants1,292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORRIS GROUP, INC. WRAP BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$658K
Covered lives917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MORRIS GROUP, INC. 401(K) PLAN401k$146.5M1,2922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORRIS GROUP, INC. WRAP BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$658K9172025
Retirement plans
Welfare plans
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