Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MOSES & SINGER LLP PLAN FOR SAVINGS AND INVESTMENT | 401k | $94.1M | 204 | 2024 | |
| 005 | MOSES & SINGER LLP CASH BALANCE PLAN | CashBalance | $5K | 0 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOSES AND SINGER LLP MEDICAL HOSPITALIZATION AND DISABILITY BENEFITS PROGRAM | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $216K | 85 | 2025 |