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Sponsor portfolio

MOORE & VAN ALLEN PLLC

EIN 56-0559307-law practice-Latest filing 2025
Plans
7
Retirement
2
$506.0M assets
Welfare
5
$1.3M premiums
Participants
4,745
100 NORTH TRYON STREET, SUITE 4700 - CHARLOTTE, NC 28202704-331-3861mvalaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
7 filings
#002401k-$443.5M - 942 part#003CashBalance-$62.4M - 195 part#502Fully Insured-$678K - 669 lives#503Fully Insured-$500K - 668 lives#501Mixed-$84K - 715 lives#002Self Funded-0 lives#506Fully Insured-612 lives

Retirement portfolio analytics

2 plans aggregated / $506.0M assets / 1,137 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 401(K) PS PLAN (#002)88%
  • VAN ALLEN PENSION (#003)12%
Total $506.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • NEWPORT GROUP, INC.88%
  • (Not disclosed)12%
Total $506.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#002)942
  • VAN ALLEN PENSION (#003)195
Total 1,137Click row to drill in

Benefits portfolio analytics

5 plans / $1.3M premiums / 2,664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$678K
  • Life$423K
  • Other$93K
  • Vision$67K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • ZURICH AMERICAN INSURANCE COMPANY6%
  • VISION SERVICE PLAN5%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $103K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOORE & VAN ALLEN PLLC 401(K) PS PLAN

401k

Assets$443.5M
Participants942
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MOORE & VAN ALLEN PENSION PLAN

CashBalance

Assets$62.4M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MOORE & VAN ALLEN GROUP DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$678K
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MOORE & VAN ALLEN PLLC GROUP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$500K
Covered lives668
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MOORE & VAN ALLEN EMPLOYEE HOSPITALIZATION PLAN

Mixed - VISION SERVICE PLAN

Premiums$84K
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

MOORE & VAN ALLEN PLLC BUSINESS TRAVEL POLICY

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$0
Covered lives612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOORE & VAN ALLEN PLLC 401(K) PS PLAN401k$443.5M9422025
003MOORE & VAN ALLEN PENSION PLANCashBalance$62.4M1952025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MOORE & VAN ALLEN GROUP DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$678K6692025
503MOORE & VAN ALLEN PLLC GROUP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$500K6682025
501MOORE & VAN ALLEN EMPLOYEE HOSPITALIZATION PLANMixedVISION SERVICE PLAN$84K7152025
002MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLANSelf Funded-$002024
506MOORE & VAN ALLEN PLLC BUSINESS TRAVEL POLICYFully InsuredFEDERAL INSURANCE COMPANY$06122025
Retirement plans
Welfare plans
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