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Sponsor portfolio

MOSES/WEITZMAN HEALTH SYSTEM, INC

EIN 85-0521893-Latest filing 2025
Plans
2
Retirement
1
$112.5M assets
Welfare
1
$1.8M premiums
Participants
3,979
675 MAIN STREET - MIDDLETOWN, CT 06457203-237-2229
Plans on this EIN
2 filings
#001403b-$112.5M - 1,950 part#501Mixed-$1.8M - 2,029 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 2,029 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.6M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
  • Vision$87K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA92%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • NEESENROLL4%
Total $84K2 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

MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN

403b

Assets$112.5M
Participants1,950
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOSES/WEITZMAN HEALTH SYSTEM WRAP BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.8M
Covered lives2,029
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN403b$112.5M1,9502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOSES/WEITZMAN HEALTH SYSTEM WRAP BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.8M2,0292025
Retirement plans
Welfare plans
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