Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Life$1.3M
- Short-term disability$1.3M
- Long-term disability$1.3M
- Vision$391K
Sponsor portfolio
MORNINGSTAR, INC.
EIN 36-3297908financial servicesLatest filing 2024
Plans
2
Retirement
1
$1.02B assets
Welfare
1
$2.2M premiums
Participants
8,618
22 WEST WASHINGTON - CHICAGO, IL 60602312-696-6000morningstar.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 7,946 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA61%
- VISION SERVICE PLAN18%
- UNITEDHEALTHCARE INSURANCE COMPANY18%
- TELUS HEALTH (US) LTD.3%
Broker market share
Schedule A broker compensation
77%top
- GALLAGHER BENEFIT SERVICES, INC.77%
- HUB INTERNATIONAL MIDWEST LIMITED23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORNINGSTAR, INC. 401(K) PLAN
401k
Assets$1.02B
Participants5,250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MORNINGSTAR, INC. HEALTH AND MEDICAL PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.2M
Covered lives7,946
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORNINGSTAR, INC. 401(K) PLAN | 401k | $1.02B | 5,250 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MORNINGSTAR, INC. HEALTH AND MEDICAL PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.2M | 7,946 | 2024 |
Retirement plans
Welfare plans