Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$402K
- Vision$402K
- Life$402K
- Other$402K
Sponsor portfolio
MORRIS DISTRIBUTING
EIN 68-0301995wholesaleLatest filing 2024
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$1.9M premiums
Participants
221
3800 A LAKEVILLE HWY - PETALUMA, CA 94954707-769-7294morrisdistributing.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 423 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- KAISER FOUNDATION HEALTH PLAN INC58%
- PRINCIPAL LIFE INSURANCE COMPANY21%
- BLUE CROSS OF CALIFORNIA21%
Broker market share
Schedule A broker compensation
76%top
- PATRIOT GROWTH INSURANCE SERVICES76%
- BEERE & PURVES INC12%
- TOTALIS BENEFITS9%
- CENTERSTONE INSURANCE AND FINANCIAL3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORRIS DISTRIBUTING 401(K) PLAN
401k
Assets$2.9M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORRIS DISTRIBUTING HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.9M
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORRIS DISTRIBUTING 401(K) PLAN | 401k | $2.9M | 131 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORRIS DISTRIBUTING HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.9M | 423 | 2024 |
Retirement plans
Welfare plans