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Sponsor portfolio

MOREGROUP HOLDINGS, INC.

EIN 75-2406640-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Welfare
1
$8.9M premiums
Participants
1,972
801 CHERRY STREET, SUITE 500 - FORT WORTH, TX 76102817-377-2969
Plans on this EIN
2 filings
#001401k-$62.5M - 813 part#501Fully Insured-$8.9M - 1,151 lives

Benefits portfolio analytics

1 plan / $8.9M premiums / 1,151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.0M
  • Vision$8.0M
  • Prescription drug$8.0M
  • Other$488K
  • Life$486K
  • Short-term disability$486K
  • +2 more
Total $8.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $8.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • USI INSURANCE SERVICES LLC54%
  • RSC INSURANCE BROKERAGE INC35%
  • CENTERSTONE INSURANCE AND FINANCIAL10%
  • DON R. WILSON1%
  • SUSAN A. WHITE0%
Total $131K5 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

MOREGROUP HOLDINGS 401(K) PLAN

401k

Assets$62.5M
Participants813
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOREGROUP HOLDINGS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8.9M
Covered lives1,151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOREGROUP HOLDINGS 401(K) PLAN401k$62.5M8132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOREGROUP HOLDINGS, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$8.9M1,1512025
Retirement plans
Welfare plans
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