PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MORNINGSTAR SENIOR LIVING, INC.
Sponsor portfolioTH

MORNINGSTAR SENIOR LIVING, INC.

EIN 22-2717623-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$9.0M assets
Welfare
2
$192K premiums
Participants
773
175 WEST NORTH STREET - NAZARETH, PA 18064610-746-1356
Plans on this EIN
3 filings
#002401k-$9.0M - 469 part#501Fully Insured-$192K - 453 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $192K premiums / 453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$94K
  • Other$89K
  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Vision$9K
Total $192K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED CONCORDIA INSURANCE COMPANY49%
  • HARTFORD LIFE AND ACCIDENT46%
  • BLUE CROSS OF CALIFORNIA5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $192K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • VARNEY & COMPANY BENEFITS ADVISORS87%
  • LEAVITT GROUP13%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MORNINGSTAR SENIOR LIVING 401(K) PLAN

401k

Assets$9.0M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORNINGSTAR SENIOR LIVING, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$192K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MORNINGSTAR SENIOR LIVING, INC. GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MORNINGSTAR SENIOR LIVING 401(K) PLAN401k$9.0M4692025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORNINGSTAR SENIOR LIVING, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$192K4532025
502MORNINGSTAR SENIOR LIVING, INC. GROUP HEALTH PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica