Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Dental$6.0M
- Other$129K
- Long-term disability$108K
- Short-term disability$92K
- Vision$45K
- +1 more
Sponsor portfolio
THE MORGAN GROUP INC.
EIN 76-0197035real estateLatest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$6.3M premiums
Participants
687
3000 RICHMOND AVENUE - HOUSTON, TX 77098713-826-4213morgangroupdev.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 594 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
77%top
- GARY K GREENSAGE LLC77%
- CENTRO BENEFITS RESEARCH LLC22%
- DENNIS FENNELL1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE MORGAN GROUP, INC. EMPLOYEES' 401(K) PLAN
401k
Assets$23.3M
Participants687
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE MORGAN GROUP, INC. EMPLOYEES HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MORGAN GROUP, INC. EMPLOYEES' 401(K) PLAN | 401k | $23.3M | 687 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE MORGAN GROUP, INC. EMPLOYEES HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.3M | 594 | 2025 |
Retirement plans
Welfare plans