Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.9M
- Health$3.6M
- Vision$265K
- Life$265K
- Short-term disability$265K
- Long-term disability$265K
- +1 more
Sponsor portfolio
MORITZ PARTNERS LP
EIN 75-2336592retailLatest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$3.9M premiums
Participants
667
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 842 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORITZ 401(K) PLAN
401k
Assets$22.3M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
MORITZ PARTNERS LP HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.9M
Covered lives842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORITZ 401(K) PLAN | 401k | $22.3M | 334 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | MORITZ PARTNERS LP HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $3.9M | 842 | 2025 |
Retirement plans
Welfare plans