PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LAUGHLIN, FALBO, LEVY & MORESI LLP
Sponsor portfolio

LAUGHLIN, FALBO, LEVY & MORESI LLP

EIN 94-2950919-law practice-Latest filing 2025
Plans
3
Retirement
2
$54.3M assets
Welfare
1
$2.9M premiums
Participants
728
1001 GALAXY WAY, SUITE 200 - CONCORD, CA 94520925-499-4999lflm.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$29.4M - 291 part#005ProfitSharing-$24.9M - 221 part#502Fully Insured-$2.9M - 315 lives

Retirement portfolio analytics

2 plans aggregated / $54.3M assets / 512 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • MORESI, LLP 401(K) (#001)54%
  • LLP PROFIT SHARING (#005)46%
Total $54.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORESI, LLP 401(K) (#001)291
  • LLP PROFIT SHARING (#005)221
Total 512Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$1.7M
  • Vision$1.7M
  • Life$1.7M
  • Long-term disability$1.7M
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITEDHEALTHCARE INSURANCE COMPANY57%
  • KAISER FOUNDATION HEALTH PLAN INC43%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $163K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN

401k

Assets$29.4M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING

ProfitSharing

Assets$24.9M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LAUGHLIN, FALBO, LEVY & MORESI LLP GROUP HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN401k$29.4M2912024
005LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARINGProfitSharing$24.9M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LAUGHLIN, FALBO, LEVY & MORESI LLP GROUP HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.9M3152025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica