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  2. Laughlin, Falbo, Levy & Moresi, LLP
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Filings through Oct 24, 2026.

Laughlin, Falbo, Levy & Moresi, LLP

EIN 94-2950919-law practice-Latest filing 2025
Plans
3
Retirement
2
$60.5M assets
Health & Benefits
1
$2.9M premiums
Participants
702
1001 GALAXY WAY, SUITE 200 - CONCORD, CA 94520925-826-1562lflm.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$33.4M - 290 part#005Profit-sharing-$27.1M - 196 part#502Fully insured-$2.9M - 315 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $60.5M assets / 486 participants

Assets by plan

Share of aggregate retirement assets

  • MORESI, LLP 401(K) (#001)$33.4M
  • LLP PROFIT SHARING (#005)$27.1M
Total $60.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MORESI, LLP 401(K) (#001)290
  • LLP PROFIT SHARING (#005)196
Total 486Select a row to open it

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
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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

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

401(k)

Assets$33.4M
Participants290
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

LAUGHLIN, FALBO, LEVY MORESI, LLP PROFIT SHARING

Profit-sharing

Assets$27.1M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

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

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives315
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LAUGHLIN, FALBO, LEVY MORESI, LLP 401(K) PLAN401(k)$33.4M2902025
#005LAUGHLIN, FALBO, LEVY MORESI, LLP PROFIT SHARINGProfit-sharing$27.1M1962025
  • LAUGHLIN, FALBO, LEVY MORESI, LLP 401(K) PLAN$33.4M
    #001 · 401(k) · 2025290
  • LAUGHLIN, FALBO, LEVY MORESI, LLP PROFIT SHARING$27.1M
    #005 · Profit-sharing · 2025196

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502LAUGHLIN, FALBO, LEVY & MORESI LLP GROUP HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.9M3152025
  • LAUGHLIN, FALBO, LEVY & MORESI LLP GROUP HEALTH AND WELFARE PLAN$2.9M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025315
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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