PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Moscoe Group, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Moscoe Group, Inc.

EIN 41-0879573-retail-Latest filing 2025
Plans
2
Retirement
1
$41.9M assets
Health & Benefits
1
$1.7M premiums
Participants
296
10900 WAYZATA BLVD, STE 600 - MINNETONKA, MN 55305952-829-7850moscoe.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#005401(k)-$41.9M - 170 part#501Fully insured-$1.7M - 193 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.7M premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$159K
  • Vision$159K
  • Life$159K
  • Long-term disability$159K
Total $1.7M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

THE MOSCOE GROUP, INC. 401(K) PLAN

401(k)

Assets$41.9M
Participants170
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE MOSCOE GROUP WELFARE BENEFIT PLAN

Fully insured - ALLINA HEALTH AND AETNA INSURANCE

Premiums$1.7M
Covered lives193
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005THE MOSCOE GROUP, INC. 401(K) PLAN401(k)$41.9M1702025
  • THE MOSCOE GROUP, INC. 401(K) PLAN$41.9M
    #005 · 401(k) · 2025170

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE MOSCOE GROUP WELFARE BENEFIT PLANFully insuredALLINA HEALTH AND AETNA INSURANCE$1.7M1932025
  • THE MOSCOE GROUP WELFARE BENEFIT PLAN$1.7M
    #501 · Fully insured · ALLINA HEALTH AND AETNA INSURANCE · 2025193
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica