Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Other$424K
- Dental$383K
- Vision$383K
- Life$383K
- Short-term disability$383K
- +1 more
Sponsor portfolio
MOODY NOLAN INC.
EIN 31-1256984architecture & planningLatest filing 2025
Plans
2
Retirement
1
$36.5M assets
Welfare
1
$4.2M premiums
Participants
744
300 SPRUCE STREET, SUITE 300 - COLUMBUS, OH 43215614-461-4664moodynolan.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 323 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
98%top
- ASSUREDPARTNERS98%
- PLANSOURCE BENEFITS ADMINISTRATION1%
- ACCRETIVE ENROLLMENT SERVICES LLC1%
- PLAN SOURCE BENEFIT ADMINISTRATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOODY NOLAN, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$36.5M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOODY NOLAN INC. EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.2M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOODY NOLAN, INC. 401(K) PROFIT SHARING PLAN | 401k | $36.5M | 410 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOODY NOLAN INC. EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.2M | 323 | 2025 |
Retirement plans
Welfare plans