Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.8M
- Life$3.8M
- Short-term disability$3.8M
- Long-term disability$3.8M
- Other$3.8M
- Vision$430K
Sponsor portfolio
MORGAN & MORGAN, P.A.
EIN 59-2920684legal servicesLatest filing 2025
Plans
2
Retirement
1
$192.7M assets
Welfare
1
$4.2M premiums
Participants
7,300
20 NORTH ORANGE AVENUE, SUITE 1600 - ORLANDO, FL 32801407-420-1414forthepeople.comLinkedIn1001-5000 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 3,391 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- STANDARD INSURANCE COMPANY90%
- HUMANA INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
67%top
- NFP INSURANCE SERVICES INC67%
- PINETREE CAPITAL LLC17%
- THE ULTIMATE SOFTWARE GROUP12%
- GALLAGHER BENEFIT SERVICES, INC.4%
- PINETREE CAPITOL LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$192.7M
Participants5,470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525
MORGAN & MORGAN, P.A. EMPLOYEE BENEFITS PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$4.2M
Covered lives3,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $192.7M | 5,470 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | MORGAN & MORGAN, P.A. EMPLOYEE BENEFITS PLAN | Mixed | STANDARD INSURANCE COMPANY | $4.2M | 3,391 | 2025 |
Retirement plans
Welfare plans