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Sponsor portfolioWelfare / HealthEIN 27-3774197
MODERA WEALTH MANAGEMENT, LLC
56 JEFFERSON AVENUE · WESTWOOD, NJ 07675
2017684600
- Plans filed
- 2
- Years active
- 2025–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
806
No prior year
Total participants
465
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 42.8% | |
| Dental | $388K | 9.5% | |
| Vision | $388K | 9.5% | |
| Life | $388K | 9.5% | |
| Short-term disability | $388K | 9.5% | |
| Long-term disability | $388K | 9.5% | |
| Other | $388K | 9.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $1.7M | 81.8% | 1 | 1 | 279 |
EIN 135581829 | DVLSTDLTDOth | $388K | 18.2% | 1 | 1 | 527 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $129K | $7K | $137K | 100.0% | 2 |
Policy details
Latest year, by plan