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Sponsor portfolio

THE MORGAN LAW GROUP PA

EIN 26-4391597-law practice-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$871K premiums
Participants
200
220 ALHAMBRA CIRCLE, SUITE 500 - CORAL GABLES, FL 33134305-569-9900policyadvocate.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.1M - 100 part#501Fully Insured-$871K - 100 lives

Benefits portfolio analytics

1 plan / $871K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$729K
  • Prescription drug$729K
  • Other$142K
  • Dental$99K
  • Vision$99K
  • Life$99K
  • +2 more
Total $871K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $871K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BROWN & BROWN INSURANCE SERVICES88%
  • EXCELSIOR BENEFITS LLC6%
  • WEBTPA5%
  • AMWINS2%
Total $79K4 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

THE MORGAN LAW GROUP PA 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.1M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MORGAN LAW GROUP ANCILLARY BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$871K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MORGAN LAW GROUP PA 401(K) PROFIT SHARING PLAN AND TRUST401k$1.1M1002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MORGAN LAW GROUP ANCILLARY BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$871K1002025
Retirement plans
Welfare plans
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