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Sponsor portfolioWelfare / HealthEIN 04-2852561

JOHN MORIARTY AND ASSOCIATES, INC.

3 CHURCH STREET · WINCHESTER, MA 01890
7817293900
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
837
No prior year
Total participants
363
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
JOHN MORIARTY AND ASSOCIATES, INC. WELFARE BENEFITS
Mixed837 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$733K27.5%
Stop-loss$733K27.5%
Dental$274K10.3%
Other$236K8.9%
Life$229K8.6%
Short-term disability$229K8.6%
Long-term disability$229K8.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
VSL
$733K58.9%11837
DELTA DENTAL OF CALIFORNIA
EIN 046143185
D
$274K22.1%11597
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$229K18.4%11356
MONTGOMERY ASSOCIATES
EIN 370541911
Oth
$8K0.6%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GADENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA, UNUM LIFE INSURANCE COMPANY OF AMERICA$34K$8K$43K83.7%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA$0$8K$8K16.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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