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Sponsor portfolioTH

MOSS & BARNETT, A PROFESSIONAL ASSOCIATION

EIN 41-0943845-Latest filing 2025
Plans
3
Retirement
1
$141.1M assets
Welfare
2
$2.4M premiums
Participants
430
150 SOUTH FIFTH STREET, SUITE 1200 - MINNEAPOLIS, MN 55402612-877-5000
Plans on this EIN
3 filings
#001401k-$141.1M - 215 part#589Mixed-$2.4M - 156 lives#001Fully Insured-1 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$121K
  • Life$113K
  • Long-term disability$113K
  • Vision$10K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • VISION SERVICE PLAN0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • BROWN & BROWN INSURANCE SERVICES96%
  • WATCHTOWER TECHNOLOGIES INC4%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN

401k

Assets$141.1M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#589

MOSS & BARNETT BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$2.4M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN

Fully Insured - NORTHWESTERN MUTUAL

Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN401k$141.1M2152024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
589MOSS & BARNETT BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$2.4M1562025
001MOSS & BARNETT PROFIT SHARING AND 401(K) PLANFully InsuredNORTHWESTERN MUTUAL$012024
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