Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$90K
- Life$79K
- Long-term disability$79K
Filings through .
Moneytree, Inc.
EIN 91-1218621financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.8M assets
Health & Benefits
1
$90K premiums
Participants
937
820 SW 34TH STREET STE D - RENTON, WA 98057206-246-3500moneytreeinc.comLinkedIn501-1000 employeesfinancial services
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 / $90K premiums / 495 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
MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN
401(k)
Assets$32.8M
Participants525
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MONEYTREE, INC. HEALTH & WELFARE PLAN
Mixed - HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
Premiums$90K
Covered lives495
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN | 401(k) | $32.8M | 525 | 2025 |
- #001 · 401(k) · 2025525
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MONEYTREE, INC. HEALTH & WELFARE PLAN | Mixed | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | $90K | 495 | 2025 |
- #501 · Mixed · HARTFORD LIFE & ACCIDENT INSURANCE COMPANY · 2025495
Retirement plans
Health & Benefits plans