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Sponsor portfolio

M.J. MORGAN GROUP, LLC

EIN 68-0621988-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$510K premiums
Participants
926
2045 YORK ROAD - SUITE 300 - LUTHERVILLE-TIMONIUM, MD 21093410-605-0090
Plans on this EIN
2 filings
#001401k-$4.1M - 797 part#501Fully Insured-$510K - 70 lives

Benefits portfolio analytics

1 plan / $510K premiums / 70 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$450K
  • Vision$450K
  • Health$435K
  • Prescription drug$435K
  • Short-term disability$31K
  • Stop-loss$26K
  • +3 more
Total $510K9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • STRATEGIC UNDERWRITING SOLUTIONS5%
  • COMPANION LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $510K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

M. J. MORGAN GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.1M
Participants797
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M. J. MORGAN GROUP WRAP BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$510K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001M. J. MORGAN GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$4.1M7972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M. J. MORGAN GROUP WRAP BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$510K702025
Retirement plans
Welfare plans
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