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  2. Moneta Group LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Moneta Group LLC

EIN 20-1903821-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$174.6M assets
Health & Benefits
1
$2.1M premiums
Participants
1,230
190 CARONDELET PLAZA, SUITE 1200 - ST. LOUIS, MO 63105314-244-3329
Plans on this EIN
2 filings
#001401(k)-$174.6M - 657 part#501Mixed-$2.1M - 1,076 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,076 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Other$480K
  • Dental$426K
  • Life$330K
  • Long-term disability$330K
  • Vision$53K
Total $2.1M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MONETA GROUP SALARY SAVINGS PLAN

401(k)

Assets$174.6M
Participants657
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MONETA GROUP LLC EMPLOYEE BENEFITS PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS CORP

Premiums$2.1M
Covered lives1,076
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MONETA GROUP SALARY SAVINGS PLAN401(k)$174.6M6572025
  • MONETA GROUP SALARY SAVINGS PLAN$174.6M
    #001 · 401(k) · 2025657

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MONETA GROUP LLC EMPLOYEE BENEFITS PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS CORP$2.1M1,0762025
  • MONETA GROUP LLC EMPLOYEE BENEFITS PLAN$2.1M
    #501 · Mixed · SWISS RE CORPORATE SOLUTIONS AMERICA INS CORP · 20251,076
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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