Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $94.1M assets / 204 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $216K premiums / 85 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MOSES & SINGER LLP PLAN FOR SAVINGS AND INVESTMENT | 401(k) | $94.1M | 204 | 2024 |
| #005 | MOSES & SINGER LLP CASH BALANCE PLAN | Cash balance | $5K | 0 | 2025 |
1 plan on this EIN
| 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 |