Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $56.0M assets / 709 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.6M premiums / 302 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - CAREFIRST OF MARYLAND, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MOI, INC. RETIREMENT SAVINGS PLAN | 401(k) | $32.1M | 339 | 2025 |
| #002 | MOI, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.9M | 370 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MOI, INC. WELFARE BENEFIT PLAN | Mixed | CAREFIRST OF MARYLAND, INC. | $2.6M | 302 | 2025 |