Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$195K
- Vision$195K
- Life$195K
- Long-term disability$195K
- +1 more
Sponsor portfolio
MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, PC
EIN 23-2421281legal servicesLatest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$2.5M premiums
Participants
422
1617 JOHN F. KENNEDY BOULEVARD, SUITE 1010 - PHILADELPHIA, PA 19103215-832-4253moodklaw.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- STANDARD INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
88%top
- FLEXIBLE BENEFITS PLANS INC88%
- BRIAN M SWEATT7%
- DONALD C SAVOY INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$20.5M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARKS O'NEILL, O'BRIEN, DOHERTY & KELLY, PC EMPLOYEE BENEFIT PLAN
Mixed - INDEPENDENCE BLUE CROSS
Premiums$2.5M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C. 401(K) PROFIT SHARING PLAN | 401k | $20.5M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARKS O'NEILL, O'BRIEN, DOHERTY & KELLY, PC EMPLOYEE BENEFIT PLAN | Mixed | INDEPENDENCE BLUE CROSS | $2.5M | 252 | 2025 |
Retirement plans
Welfare plans