Filings through .
Morgan White Group, Inc.
EIN 64-0848633insuranceLatest filing 2025
Plans
2
Retirement
1
$23.6M assets
Health & Benefits
1
$945K premiums
Participants
671
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $945K premiums / 311 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$23.6M
Participants360
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MORGAN WHITE GROUP EMPLOYEE BENEFIT PLAN
Mixed - AMFIRST INSURANCE COMPANY
Premiums$945K
Covered lives311
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $23.6M | 360 | 2025 |
- #003 · 401(k) · 2025360
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MORGAN WHITE GROUP EMPLOYEE BENEFIT PLAN | Mixed | AMFIRST INSURANCE COMPANY | $945K | 311 | 2024 |
- #501 · Mixed · AMFIRST INSURANCE COMPANY · 2024311
Retirement plans
Health & Benefits plans