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  2. MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS
Sponsor portfolio

MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS

EIN 16-1645516-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$48.4M assets
Welfare
1
$428K premiums
Participants
873
200 NARRAGANSETT STREET - GORHAM, ME 04038207-839-2500LinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001ESOP-$40.6M - 358 part#002401k-$7.8M - 303 part#505Mixed-$428K - 367 lives

Retirement portfolio analytics

2 plans aggregated / $48.4M assets / 661 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#001)84%
  • OWNED, INC. 401(K) (#002)16%
Total $48.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • (Not disclosed)84%
  • JOHN HANCOCK LIFE INSURANCE COMPANY16%
Total $48.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)358
  • OWNED, INC. 401(K) (#002)303
Total 661Click row to drill in

Benefits portfolio analytics

1 plan / $428K premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$257K
  • Life$184K
  • Short-term disability$184K
  • Long-term disability$184K
  • Dental$155K
  • Vision$16K
Total $428K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA43%
  • DELTA DENTAL OF CALIFORNIA36%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA17%
  • RED TREE INSURANCE COMPANY, INC.4%
Total $428K4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MARSH & MCLENNAN AGENCY LLC70%
  • CLARK INSURANCE29%
  • COMVBINED SERVICES LLC0%
  • IMG0%
Total $46K4 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

MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$40.6M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN

401k

Assets$7.8M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MOODY'S COLLISION CENTERS, INC. WELFARE WRAP PLAN

Mixed - PRUDENTIAL

Premiums$428K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLANESOP$40.6M3582024
002MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN401k$7.8M3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MOODY'S COLLISION CENTERS, INC. WELFARE WRAP PLANMixedPRUDENTIAL$428K3672025
Retirement plans
Welfare plans
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