Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOORE & VAN ALLEN PLLC
EIN 56-0559307law practiceLatest filing 2024
Plans
7
Retirement
2
$457.3M assets
Welfare
5
$1.1M premiums
Participants
4,705
100 NORTH TRYON STREET, SUITE 4700 - CHARLOTTE, NC 28202704-331-3861mvalaw.comLinkedIn501-1000 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $457.3M assets / 1,095 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.1M premiums / 2,666 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$559K
- Life$380K
- Other$107K
- Vision$66K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA84%
- ZURICH AMERICAN INSURANCE COMPANY7%
- VISION SERVICE PLAN6%
- MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
96%top
- USI INSURANCE SERVICES LLC96%
- WILLIS TOWERS WATSON US LLC4%
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) PROFIT SHARING PLAN
401k
Assets$403.2M
Participants944
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MOORE & VAN ALLEN PENSION PLAN
CashBalance
Assets$54.1M
Participants151
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$559K
Covered lives672
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$456K
Covered lives673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MOORE & VAN ALLEN EMPLOYEE HOSPITALIZATION PLAN
Mixed - VISION SERVICE PLAN
Premiums$83K
Covered lives709
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$14K
Covered lives612
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
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | 401k | $403.2M | 944 | 2024 | |
| 003 | MOORE & VAN ALLEN PENSION PLAN | CashBalance | $54.1M | 151 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MOORE & VAN ALLEN GROUP DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $559K | 672 | 2024 | |
| 503 | MOORE & VAN ALLEN PLLC GROUP LIFE INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $456K | 673 | 2024 | |
| 501 | MOORE & VAN ALLEN EMPLOYEE HOSPITALIZATION PLAN | Mixed | VISION SERVICE PLAN | $83K | 709 | 2024 | |
| 506 | MOORE & VAN ALLEN PLLC BUSINESS TRAVEL POLICY | Fully Insured | FEDERAL INSURANCE COMPANY | $14K | 612 | 2024 | |
| 002 | MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans