Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$722K
- Other$216K
- Vision$179K
- Life$179K
- Short-term disability$179K
- Long-term disability$179K
- +1 more
Sponsor portfolio
MOODY INSURANCE AGENCY, INC.
EIN 84-0622206insuranceLatest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$1.1M premiums
Participants
338
8055 E TUFTS AVENUE, SUITE 1000 - DENVER, CO 80237303-824-6604moodyagencyiowa.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 232 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- DELTA DENTAL OF CALIFORNIA11%
- AFLAC4%
Broker market share
Schedule A broker compensation
90%top
- MOODY INSURANCE AGENCY90%
- KRISTA K PRICE9%
- JEFFREY P PRICE1%
- MELISSA B BOYLE0%
- KATIE J FLETCHER0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$18.6M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MOODY INSURANCE AGENCY, INC. EMPLOYEE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | 401k | $18.6M | 192 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MOODY INSURANCE AGENCY, INC. EMPLOYEE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.1M | 232 | 2025 |
Retirement plans
Welfare plans