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Sponsor portfolioTH

MOOR + SOUTH/PIER MANAGEMENT CO., L.P.

EIN 94-3288680-real estate-Latest filing 2024
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$1.8M premiums
Participants
464
EMBARCADERO AT BEACH STREET STAIRWE - SAN FRANCISCO, CA 94133415-705-5531LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$31.1M - 332 part#502Fully Insured-$1.8M - 239 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Vision$1.5M
  • Dental$83K
  • Other$82K
  • Life$70K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • KAISER FOUNDATION HEALTH PLAN INC78%
  • SUTTER HEALTH PLAN12%
  • AMERITAS LIFE INSURANCE CORP.5%
  • HARTFORD LIFE AND ACCIDENT4%
  • AFLAC0%
  • +2 more
Total $1.8M7 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HEFFERNAN INSURANCE BROKERS95%
  • VELOCITY BENEFITS5%
  • VARIOUS - SEE ATTACHMENT1%
Total $81K3 slices

Plan deep-dives

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

MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN

401k

Assets$31.1M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MOOR & SOUTH/PIER MANAGEMENT CO., LP GROUP WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.8M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN401k$31.1M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MOOR & SOUTH/PIER MANAGEMENT CO., LP GROUP WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.8M2392024
Retirement plans
Welfare plans
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