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Sponsor portfolio

MOSS MANAGEMENT SERVICES, INC.

EIN 20-4075822-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$2.6M premiums
Participants
806
15300 VENTURA BOULEVARD, SUITE 405 - SHERMAN OAKS, CA 91403818-990-5999
Plans on this EIN
2 filings
#005401k-$9.6M - 476 part#501Fully Insured-$2.6M - 340 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Vision$2.5M
  • Prescription drug$2.5M
  • Life$104K
  • Long-term disability$104K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • IMA, INC.88%
  • LIBERTY COMPANY INSURANCE BROKERS8%
  • FMLASOURCE INC4%
Total $154K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MOSS MANAGEMENT SERVICES, INC. 401(K) SALARY REDUCTION PLAN

401k

Assets$9.6M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOSS MANAGEMENT SERVICES, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.6M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005MOSS MANAGEMENT SERVICES, INC. 401(K) SALARY REDUCTION PLAN401k$9.6M4762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOSS MANAGEMENT SERVICES, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.6M3402025
Retirement plans
Welfare plans
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