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Sponsor portfolio

MOFFATT & NICHOL

EIN 95-1951343-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$230.4M assets
Welfare
1
$3.7M premiums
Participants
2,169
4225 EAST CONANT STREET - LONG BEACH, CA 90808562-590-6500moffattnichol.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$230.4M - 1,221 part#502Fully Insured-$3.7M - 2,246 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 2,246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$974K
  • Life$322K
  • Other$199K
  • Short-term disability$173K
  • Vision$154K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN4%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $213K1 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

MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN

401k

Assets$230.4M
Participants1,221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MOFFATT & NICHOL FLEXIBLE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives2,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN401k$230.4M1,2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MOFFATT & NICHOL FLEXIBLE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M2,2462025
Retirement plans
Welfare plans
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