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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
Plan #501$1.7M
MODERA WEALTH MANAGEMENT, LLC CIGNA PLAN
Fully insured279 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$388K
MODERA WEALTH MANAGEMENT, LLC METLIFE PLAN
Fully insured527 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M42.8%
Dental$388K9.5%
Vision$388K9.5%
Life$388K9.5%
Short-term disability$388K9.5%
Long-term disability$388K9.5%
Other$388K9.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$1.7M81.8%11279
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$388K18.2%11527

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INC—CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$129K$7K$137K100.0%2

Policy details

Latest year, by plan
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