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Sponsor portfolio

MORI ASSOCIATES, INC.

EIN 52-1937913-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$35.5M assets
Welfare
1
$5.0M premiums
Participants
818
6116 EXECUTIVE BLVD, SUITE 720 - NORTH BETHESDA, MD 20852301-468-6674moriassociates.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$35.5M - 564 part#501Fully Insured-$5.0M - 320 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AETNA LIFE INSURANCE COMPANY78%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $5.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • STRATEGIC GROUP BENEFITS LLC41%
  • MATHER & STROHL ADMIN SVC INC27%
  • CENTERSTONE INSURANCE AND FINANCIAL14%
  • ADKINS JR, JAMES E12%
  • BENEFITMALL4%
  • +1 more
Total $87K6 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

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

401k

Assets$35.5M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORI ASSOCIATES, INC. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.0M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST401k$35.5M5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORI ASSOCIATES, INC. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$5.0M3202025
Retirement plans
Welfare plans
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