Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$179K
- Dental$59K
- Long-term disability$39K
- Life$38K
- Vision$11K
Sponsor portfolio
THE MOREY ORGANIZATION
EIN 22-2130568Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$288K premiums
Participants
371
3501 BOARDWALK - WILDWOOD, NJ 08260609-729-3770
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $288K premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- HARTFORD LIFE AND ACCIDENT40%
- UNITED OF OMAHA LIFE INSURANCE COMPANY31%
- HORIZON HEALTHCARE SERVICES, INC.24%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
Broker market share
Schedule A broker compensation
59%top
- JAMES R NELLIGAN & ASSOCIATES LLC59%
- INNOVATIVE BENEFIT PLANNING, LLC31%
- TERRIANN PROCIDA10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOREY ORGANIZATION 401(K) RETIREMENT PLAN
401k
Assets$22.8M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
THE MOREY ORGANIZATION WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$288K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOREY ORGANIZATION 401(K) RETIREMENT PLAN | 401k | $22.8M | 221 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | THE MOREY ORGANIZATION WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $288K | 150 | 2025 |
Retirement plans
Welfare plans