PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE MOREY ORGANIZATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 22-2130568

THE MOREY ORGANIZATION

3501 BOARDWALK · WILDWOOD, NJ 08260
6097293770
Plans filed
1
Years active
2016–2026
Industry
NAICS 71
Latest filing
2026
Total premiums (latest)
$286K
No prior year
Persons covered
803
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$286K
THE MOREY ORGANIZATION WELFARE BENEFIT PLAN
Mixed803 covered·5 carriers
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$173K53.2%
Dental$60K18.6%
Long-term disability$41K12.6%
Life$39K12.1%
Vision$11K3.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$108K38.0%11803
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$92K32.2%13145
HORIZON HEALTHCARE SERVICES, INC.
EIN 461362174
DV
$72K25.0%13120
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
Oth
$14K4.8%1116

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AMWINSWALL, NJHARTFORD LIFE AND ACCIDENT$11K$7K$18K58.7%1
INNOVATIVE BENEFIT PLANNING, LLCMOORESTOWN, NJUNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$10K$0$10K31.7%1
TERRIANN PROCIDAMOORESTOWN, NJHORIZON HEALTHCARE DENTAL, INC., HORIZON HEALTHCARE SERVICES, INC.$3K$0$3K9.6%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica