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  2. Mori Associates, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Mori Associates, Inc.

EIN 52-1937913-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$42.7M assets
Health & Benefits
1
$5.0M premiums
Participants
800
6116 EXECUTIVE BLVD., SUITE 720 - NORTH BETHESDA, MD 20852301-468-6674moriassociates.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401(k)-$42.7M - 546 part#501Fully insured-$5.0M - 320 lives

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

Benefits portfolio analytics

1 plan / $5.0M premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Other$382K
  • Life$361K
  • Short-term disability$361K
  • Long-term disability$361K
  • Dental$239K
  • +1 more
Total $5.0M7 rows
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Plan summaries

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

Retirement#001

MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST

401(k)

Assets$42.7M
Participants546
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MORI ASSOCIATES, INC. HEALTH & WELFARE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.0M
Covered lives320
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST401(k)$42.7M5462025
  • MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST$42.7M
    #001 · 401(k) · 2025546

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MORI ASSOCIATES, INC. HEALTH & WELFARE PLANFully insuredAETNA LIFE INSURANCE COMPANY$5.0M3202025
  • MORI ASSOCIATES, INC. HEALTH & WELFARE PLAN$5.0M
    #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025320
Retirement plans
Health & Benefits plans

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