Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$975K
- Other$420K
- Dental$340K
- Life$294K
- Long-term disability$294K
- Vision$43K
Sponsor portfolio
MONETA GROUP LLC
EIN 20-1903821Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$144.0M assets
Welfare
1
$1.8M premiums
Participants
1,130
100 S BRENTWOOD BLVD. STE. 500 - CLAYTON, MO 63105314-244-3329
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 926 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- SUN LIFE ASSURANCE COMPANY OF CANADA55%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- DELTA DENTAL OF CALIFORNIA19%
- ADVANTICA INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- AMERICAN MEDICARE COUNSELORS7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONETA GROUP SALARY SAVINGS PLAN
401k
Assets$144.0M
Participants606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONETA GROUP LLC EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.8M
Covered lives926
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONETA GROUP SALARY SAVINGS PLAN | 401k | $144.0M | 606 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONETA GROUP LLC EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.8M | 926 | 2024 |
Retirement plans
Welfare plans