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Sponsor portfolioWelfare / HealthEIN 56-0559307

MOORE & VAN ALLEN PLLC

100 NORTH TRYON STREET · CHARLOTTE, NC 28202
7043313570
Plans filed
5
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
2,664
No prior year
Total participants
2,664
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$678K
MOORE & VAN ALLEN GROUP DISABILITY PLAN
Fully insured669 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$500K
MOORE & VAN ALLEN PLLC GROUP LIFE INSURANCE PLAN
Fully insured668 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$84K
MOORE & VAN ALLEN EMPLOYEE HOSPITALIZATION PLAN
Mixed715 covered·2 carriers
Primary: VISION SERVICE PLAN
Plan #506$0
MOORE & VAN ALLEN PLLC BUSINESS TRAVEL POLICY
Fully insured612 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY
Plan #002$0
MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$678K53.8%
Life$423K33.6%
Other$93K7.4%
Vision$67K5.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTD
$1.1M87.3%221,337
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$76K6.1%11668
VISION SERVICE PLAN
EIN 061227840
V
$67K5.3%11497
MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.
EIN 561560450
Oth
$17K1.3%11715
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
$00.0%11612

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAVISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, ZURICH AMERICAN INSURANCE COMPANY$77K$27K$103K100.0%3

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
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