Carrier market share
Premium dollars by Schedule A carrier
72%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA72%
- DELTA DENTAL OF CALIFORNIA23%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- AURA1%
Sponsor portfolio
MORGAN WHITE GROUP, INC.
EIN 64-0848633insuranceLatest filing 2024
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$945K premiums
Participants
670
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $945K premiums / 311 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
51%top
- EDWARD BASSO51%
- MORGAN WHITE LIMITED25%
- THOMAS E MESTMAKER INSURANCE AGENCY24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$20.0M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORGAN WHITE GROUP EMPLOYEE BENEFIT PLAN
Mixed - AMFIRST INSURANCE COMPANY
Premiums$945K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $20.0M | 359 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORGAN WHITE GROUP EMPLOYEE BENEFIT PLAN | Mixed | AMFIRST INSURANCE COMPANY | $945K | 311 | 2024 |
Retirement plans
Welfare plans