Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$411K
- Other$411K
- Long-term disability$302K
- Vision$87K
Filings through .
Moelis & Company Holdings LP
EIN 20-8980370Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$254.7M assets
Health & Benefits
1
$499K premiums
Participants
3,032
399 PARK AVENUE 5TH FLOOR - NEW YORK, NY 10022212-883-3800
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $499K premiums / 1,033 covered lives
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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
MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN
401(k)
Assets$254.7M
Participants1,765
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MOELIS AND COMPANY GROUP LP HEALTH AND WELFARE PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$499K
Covered lives1,033
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | 401(k) | $254.7M | 1,765 | 2025 |
- #001 · 401(k) · 20251,765
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · FIRST UNUM LIFE INSURANCE COMPANY · 20251,033
Retirement plans
Health & Benefits plans