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Sponsor portfolio

MORNINGSIDE

EIN 91-0757099-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
$973K premiums
Participants
266
PO BOX 7936 - OLYMPIA, WA 985077936360-596-3506morningsideservices.comLinkedIn51-200 employeesstaffing and recruiting
Plans on this EIN
3 filings
#002403b-$5.4M - 87 part#001403b-$82K - 87 part#501Fully Insured-$973K - 92 lives

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 174 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DEFINED CONTRIBUTION PLAN (#002)98%
  • EMPLOYEE RETIREMENT PLAN (#001)2%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)87
  • EMPLOYEE RETIREMENT PLAN (#001)87
Total 174Click row to drill in

Benefits portfolio analytics

1 plan / $973K premiums / 92 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$882K
  • Prescription drug$882K
  • Dental$91K
  • Vision$76K
  • Life$76K
  • Long-term disability$76K
  • +1 more
Total $973K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • WILLAMETTE DENTAL INSURANCE, INC.2%
Total $973K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • DIGITAL INSURANCE LLC94%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $60K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MORNINGSIDE DEFINED CONTRIBUTION PLAN

403b

Assets$5.4M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MORNINGSIDE EMPLOYEE RETIREMENT PLAN

403b

Assets$82K
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$973K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MORNINGSIDE DEFINED CONTRIBUTION PLAN403b$5.4M872025
001MORNINGSIDE EMPLOYEE RETIREMENT PLAN403b$82K872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORNINGSIDE HEALTH & WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$973K922025
Retirement plans
Welfare plans
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