PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MORROW SODALI LLC
Sponsor portfolio

MORROW SODALI LLC

EIN 26-0616024-Latest filing 2025
Plans
3
Retirement
2
$18.5M assets
Welfare
1
$1.4M premiums
Participants
467
333 LUDLOW STREET, 5TH FLOOR, SOUTH TOWER - STAMFORD, CT 06902203-658-9400
Plans on this EIN
3 filings
#001401k-$9.2M - 173 part#002401k-$9.2M - 173 part#501Fully Insured-$1.4M - 157 lives

Retirement portfolio analytics

2 plans aggregated / $18.5M assets / 346 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • LLC 401K PLAN (#001)50%
  • LLC 401K PLAN (#002)50%
Total $18.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • KESTRA INVESTMENT SERVICES LLC100%
Total $18.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)173
  • LLC 401K PLAN (#002)173
Total 346Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Other$126K
  • Life$117K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • LOCKTON COMPANIES, LLC73%
  • PROFESSIONAL GROUP PLANS INC27%
Total $166K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MORROW SODALI LLC 401K PLAN

401k

Assets$9.2M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORROW SODALI LLC 401K PLAN

401k

Assets$9.2M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MORROW SODALI LLC 401K PLAN401k$9.2M1732024
002MORROW SODALI LLC 401K PLAN401k$9.2M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M1572025
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