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Sponsor portfolio

MONEYLION, INC.

EIN 46-4036860-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$4.1M premiums
Participants
598
249 W 17TH STREET, 4TH FLOOR - NEW YORK, NY 10010212-380-1735moneylion.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$19.8M - 372 part#501Fully Insured-$4.1M - 326 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 326 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Vision$3.8M
  • Dental$170K
  • Short-term disability$61K
  • Long-term disability$47K
  • Life$17K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • COMPANION LIFE INSURANCE COMPANY0%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • SEQUOIA BENEFITS & INS SVCS LLC98%
  • NATIONAL BENEFIT CENTER2%
  • FNA INSURANCE SERVICES INC0%
Total $205K3 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

MONEYLION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$19.8M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONEYLION, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONEYLION, INC. 401(K) PROFIT SHARING PLAN401k$19.8M3722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONEYLION, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.1M3262025
Retirement plans
Welfare plans
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