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Sponsor portfolio

MORGUARD MANAGEMENT COMPANY INC

EIN 72-1061630-real estate-Latest filing 2024
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$3.0M premiums
Participants
461
551 S POWERLINE RD - POMPANO BEACH, FL 33069504-904-8540morguardus.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.5M - 213 part#501Fully Insured-$3.0M - 346 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Other$197K
  • Life$159K
  • Short-term disability$159K
  • Long-term disability$159K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $3.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $226K1 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

MORGUARD MANAGEMENT COMPANY INC. 401K PLAN

401k

Assets$14.5M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGUARD MANAGEMENT COMPANY INC. HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORGUARD MANAGEMENT COMPANY INC. 401K PLAN401k$14.5M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGUARD MANAGEMENT COMPANY INC. HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.0M3462024
Retirement plans
Welfare plans
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