Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$727K
- Health$711K
- Prescription drug$711K
- Life$13K
Sponsor portfolio
MONEY GROUP, LLC
EIN 66-0855069Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
$750K premiums
Participants
320
METRO OFFICE PARK BUILDING, 7 CALLE 1 STE 204 - GUAYNABO, PR 00968787-369-6200
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $750K premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- TRIPLE S SALUD, INC.100%
Broker market share
Schedule A broker compensation
94%top
- CGF INSURANCE LLC94%
- OLYMPIC AGENCY INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONEY GROUP RETIREMENT PLAN PLAN
ProfitSharing
Assets$4.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONEY GROUP HEALTH PLAN
Mixed - TRIPLE S SALUD INC
Premiums$711K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MONEY GROUP GLIFE BENEFITS PLAN
Fully Insured - TRIPLE S VIDA
Premiums$40K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONEY GROUP RETIREMENT PLAN PLAN | ProfitSharing | $4.9M | 116 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONEY GROUP HEALTH PLAN | Mixed | TRIPLE S SALUD INC | $711K | 93 | 2024 | |
| 502 | MONEY GROUP GLIFE BENEFITS PLAN | Fully Insured | TRIPLE S VIDA | $40K | 111 | 2024 |
Retirement plans
Welfare plans