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Sponsor portfolio

MODERA WEALTH MANAGEMENT, LLC

EIN 27-3774197-financial services-Latest filing 2025
Plans
3
Retirement
1
$49.4M assets
Welfare
2
$2.1M premiums
Participants
736
56 JEFFERSON AVENUE - WESTWOOD, NJ 07675201-768-4600moderawealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$49.4M - 271 part#501Fully Insured-$1.7M - 279 lives#502Fully Insured-$388K - 527 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 806 covered lives

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
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $137K1 slice

Plan deep-dives

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

MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$49.4M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MODERA WEALTH MANAGEMENT, LLC CIGNA PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MODERA WEALTH MANAGEMENT, LLC METLIFE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$388K
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN401k$49.4M2712025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MODERA WEALTH MANAGEMENT, LLC CIGNA PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M2792025
502MODERA WEALTH MANAGEMENT, LLC METLIFE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$388K5272025
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