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Sponsor portfolioWelfare / HealthEIN 95-1951343

MOFFATT & NICHOL

4225 EAST CONANT STREET · LONG BEACH, CA 90808
5625906500
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
2,246
No prior year
Total participants
948
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$3.7M
MOFFATT & NICHOL FLEXIBLE BENEFITS PLAN
Fully insured2,246 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M52.1%
Dental$974K24.7%
Life$322K8.2%
Other$199K5.1%
Short-term disability$173K4.4%
Vision$154K3.9%
Long-term disability$65K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$2.0M54.7%11212
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$974K26.0%112,246
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$572K15.3%16938
VISION SERVICE PLAN
EIN 941632821
V
$154K4.1%11891

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERPASADENA, CAVISION SERVICE PLAN, RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCE STANDARAD LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$195K$19K$213K100.0%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
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