Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$159K
- Vision$159K
- Life$159K
- Long-term disability$159K
Sponsor portfolio
THE MOSCOE GROUP
EIN 41-0879573retailLatest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$1.7M premiums
Participants
291
10900 WAYZATA BLVD STE 600 - MINNETONKA, MN 553055803952-829-7850moscoe.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 193 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- AETNA LIFE INSURANCE COMPANY91%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- DATTILO CONSULTING, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
THE MOSCOE GROUP, INC. 401(K) PLAN
401k
Assets$34.7M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE MOSCOE GROUP WELFARE BENEFIT PLAN
Fully Insured - ALLINA HEALTH AND AETNA INSURANCE
Premiums$1.7M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | THE MOSCOE GROUP, INC. 401(K) PLAN | 401k | $34.7M | 165 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE MOSCOE GROUP WELFARE BENEFIT PLAN | Fully Insured | ALLINA HEALTH AND AETNA INSURANCE | $1.7M | 193 | 2025 |
Retirement plans
Welfare plans