Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$411K
- Other$411K
- Long-term disability$302K
- Vision$87K
Sponsor portfolio
MOELIS AND COMPANY GROUP LP
EIN 20-8980370Latest filing 2025
Plans
2
Retirement
1
$206.4M assets
Welfare
1
$499K premiums
Participants
2,680
399 PARK AVENUE, 5TH FLOOR - NEW YORK, NY 10022212-883-3895
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $499K premiums / 1,033 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA83%
- VISION SERVICE PLAN17%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN
401k
Assets$206.4M
Participants1,413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOELIS AND COMPANY GROUP LP HEALTH AND WELFARE PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$499K
Covered lives1,033
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | 401k | $206.4M | 1,413 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOELIS AND COMPANY GROUP LP HEALTH AND WELFARE PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $499K | 1,033 | 2025 |
Retirement plans
Welfare plans