Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
MOORE & VAN ALLEN PLLC
EIN 56-0559307law practiceLatest 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
Retirement portfolio analytics
2 plans aggregated / $506.0M assets / 1,137 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- NEWPORT GROUP, INC.88%
- (Not disclosed)12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.3M premiums / 2,664 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$678K
- Life$423K
- Other$93K
- Vision$67K
Carrier market share
Premium dollars by Schedule A carrier
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%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOORE & VAN ALLEN PLLC 401(K) PS PLAN | 401k | $443.5M | 942 | 2025 | |
| 003 | MOORE & VAN ALLEN PENSION PLAN | CashBalance | $62.4M | 195 | 2025 |
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 | $678K | 669 | 2025 | |
| 503 | MOORE & VAN ALLEN PLLC GROUP LIFE INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $500K | 668 | 2025 | |
| 501 | MOORE & VAN ALLEN EMPLOYEE HOSPITALIZATION PLAN | Mixed | VISION SERVICE PLAN | $84K | 715 | 2025 | |
| 002 | MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 506 | MOORE & VAN ALLEN PLLC BUSINESS TRAVEL POLICY | Fully Insured | FEDERAL INSURANCE COMPANY | $0 | 612 | 2025 |
Retirement plans
Welfare plans