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Sponsor portfolio

MOXIWORKS, LLC

EIN 27-4097516-computer software-Latest filing 2024
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$1.2M premiums
Participants
262
10655 NE 4TH STREET, STE 801 - BELLEVUE, WA 98004206-900-1236moxiworks.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$15.2M - 179 part#501Fully Insured-$1.2M - 173 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Prescription drug$1.2M
  • Other$1.2M
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BTG AND ASSOCIATES LLC100%
Total $61K1 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

MOXIWORKS 401(K) PLAN

401k

Assets$15.2M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOXIWORKS, LLC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOXIWORKS 401(K) PLAN401k$15.2M1792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOXIWORKS, LLCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1732024
Retirement plans
Welfare plans
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