Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$388K
- Vision$388K
- Life$388K
- Short-term disability$388K
- Long-term disability$388K
- +1 more
Filings through .
Modera Wealth Management, LLC
EIN 27-3774197financial servicesLatest filing 2025
Plans
3
Retirement
1
$49.4M assets
Health & Benefits
2
$2.1M premiums
Participants
736
56 JEFFERSON AVENUE - WESTWOOD, NJ 07675201-768-4600moderawealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $2.1M premiums / 806 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN
401(k)
Assets$49.4M
Participants271
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MODERA WEALTH MANAGEMENT, LLC CIGNA PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
MODERA WEALTH MANAGEMENT, LLC METLIFE PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$388K
Covered lives527
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | 401(k) | $49.4M | 271 | 2025 |
- #001 · 401(k) · 2025271
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MODERA WEALTH MANAGEMENT, LLC CIGNA PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.7M | 279 | 2025 |
| #502 | MODERA WEALTH MANAGEMENT, LLC METLIFE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $388K | 527 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025279
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025527
Retirement plans
Health & Benefits plans