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Sponsor portfolio

MOSS & ASSOCIATES, LLC

EIN 73-1699834-Construction-Latest filing 2024
Plans
2
Retirement
1
$191.2M assets
Welfare
1
$3.8M premiums
Participants
4,182
6363 NW 6TH WAY - FT LAUDERDALE, FL 33309954-712-5969
Plans on this EIN
2 filings
#001401k-$191.2M - 2,202 part#501Mixed-$3.8M - 2,873 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 2,873 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Life$1.6M
  • Long-term disability$1.6M
  • Dental$907K
  • Health$847K
  • Prescription drug$847K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA43%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
  • HAWAII MEDICAL SERVICE ASSOCIATION22%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • +1 more
Total $3.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • AON CONSULTING INC0%
  • US BENTECH WORKPLACE SOLUTIONS0%
  • FOUNDATION RISK PARTNERS CORP0%
Total $418K4 slices

Plan deep-dives

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

MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$191.2M
Participants2,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOSS & ASSOCIATES, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.8M
Covered lives2,873
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN401k$191.2M2,2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOSS & ASSOCIATES, LLC EMPLOYEE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.8M2,8732024
Retirement plans
Welfare plans
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