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
Filings through .
The Morgan Group Inc.
EIN 76-0197035real estateLatest filing 2025
Plans
2
Retirement
1
$28.4M assets
Health & Benefits
1
$6.3M premiums
Participants
693
3000 RICHMOND AVE. - HOUSTON, TX 77098713-361-7200morgangroupdev.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $6.3M premiums / 594 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE MORGAN GROUP, INC. EMPLOYEES' 401(K) PLAN
401(k)
Assets$28.4M
Participants693
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE MORGAN GROUP, INC. EMPLOYEES HEALTH AND WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives594
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE MORGAN GROUP, INC. EMPLOYEES' 401(K) PLAN | 401(k) | $28.4M | 693 | 2025 |
- #001 · 401(k) · 2025693
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025594
Retirement plans
Health & Benefits plans