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Sponsor portfolioWelfare / HealthEIN 52-1937913
MORI ASSOCIATES, INC.
6116 EXECUTIVE BLVD · NORTH BETHESDA, MD 20852
3014686674
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
320
No prior year
Total participants
254
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 |
|---|---|---|---|
| Health | $4.6M | 72.4% | |
| Other | $382K | 6.1% | |
| Life | $361K | 5.8% | |
| Short-term disability | $361K | 5.8% | |
| Long-term disability | $361K | 5.8% | |
| Dental | $239K | 3.8% | |
| Vision | $27K | 0.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $3.9M | 78.2% | 1 | 1 | 287 |
EIN 520954463 | H | $674K | 13.6% | 1 | 2 | 79 |
EIN 135581829 | DLSTDLTDOth | $239K | 4.8% | 1 | 1 | 320 |
EIN 010278678 | LSTDLTDOth | $122K | 2.5% | 1 | 1 | 259 |
EIN 237089668 | V | $27K | 0.5% | 1 | 1 | 178 |
EIN 470322111 | Oth | $20K | 0.4% | 1 | 1 | 70 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STRATEGIC GROUP BENEFITS LLC | BETHESDA, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $35K | $110 | $36K | 40.9% | 1 |
| MATHER & STROHL ADMIN SVC INC | BALTIMORE, MD | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $6K | $23K | 26.6% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $1K | $11K | $12K | 13.9% | 1 |
| ADKINS JR, JAMES E | BETHESDA, MD | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 12.2% | 1 |
| BENEFITMALL | TOWSON, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $2K | $614 | $3K | 3.5% | 1 |
| NYLIFE SECURITIES LLC | NEW YORK, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 2.8% | 1 |
History & trajectory
9 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