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Sponsor portfolioWelfare / HealthEIN 20-8980370
MOELIS AND COMPANY GROUP LP
399 PARK AVENUE, 5TH FLOOR · NEW YORK, NY 10022
2128833895
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$499K
No prior year
Persons covered
1,033
No prior year
Total participants
1,267
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $411K | 33.9% | |
| Other | $411K | 33.9% | |
| Long-term disability | $302K | 24.9% | |
| Vision | $87K | 7.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 131898173 | LLTDOth | $411K | 82.5% | 1 | 2 | 1,033 |
EIN 222777159 | V | $87K | 17.5% | 1 | 1 | 737 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | SHORT HILLS, NJ | FIRST UNUM LIFE INSURANCE COMPANY | $0 | $6K | $6K | 100.0% | 1 |
History & trajectory
11 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