Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$90K
- Life$79K
- Long-term disability$79K
Sponsor portfolio
MONEYTREE, INC.
EIN 91-1218621financial servicesLatest filing 2025
Plans
2
Retirement
1
$30.0M assets
Welfare
1
$90K premiums
Participants
965
820 SW 34TH ST, SUITE D - RENTON, WA 98057206-246-3500moneytreeinc.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $90K premiums / 495 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- HARTFORD LIFE AND ACCIDENT88%
- CANOPY12%
Broker market share
Schedule A broker compensation
59%top
- PARKER SMITH & FEEK INC.59%
- IMA, INC.26%
- WATCHTOWER BENEFITS, LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN
401k
Assets$30.0M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONEYTREE, INC. HEALTH & WELFARE PLAN
Mixed - HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
Premiums$90K
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN | 401k | $30.0M | 553 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONEYTREE, INC. HEALTH & WELFARE PLAN | Mixed | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | $90K | 495 | 2025 |
Retirement plans
Welfare plans