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Sponsor portfolioWelfare / HealthEIN 20-1903821

MONETA GROUP LLC

100 SOUTH BRENTWOOD · CLAYTON, MO 63105
3147359113
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
926
No prior year
Total participants
524
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
MONETA GROUP LLC EMPLOYEE BENEFITS PLAN
Mixed926 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$975K41.2%
Other$420K17.8%
Dental$340K14.4%
Life$294K12.4%
Long-term disability$294K12.4%
Vision$43K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$975K54.8%11407
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$420K23.6%15509
DELTA DENTAL OF CALIFORNIA
EIN 430908349
D
$340K19.1%11926
ADVANTICA INSURANCE COMPANY
EIN 202170251
V
$43K2.4%11614

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCHESTERFIELD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$16K$57K$73K92.9%1
AMERICAN MEDICARE COUNSELORSST LOUIS, MOUNUM LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K7.1%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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