Moneta Group LLC
Overview
Moneta Group LLC sponsors a self-funded health plan that covered 569 participants in plan year 2025, up 10% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 569 · prior year 516
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Moneta Group LLC Employee Benefits Plan, plan 501 (569 participants)
- Stop-loss carrier
- Swiss RE Corporate Solutions America Ins Corp.
- Broker compensation
- $33K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Swiss RE Corporate Solutions America Ins Corp. | Stop-loss | 438 | $1.1M | — |
| Unum Life Insurance Company of America | Long Term Care, Life, Long-term disability, Lifestyle Life, Group Accident, Attained Age Critical Illness | 555 | $480K | $33K |
| Delta Dental of Missouri | Dental | 1,076 | $426K | — |
| Advantica Insurance Company | Vision | 768 | $53K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 569 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Moneta Group LLC
- Sponsor EIN
- 20-1903821
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-1903821 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Moneta Group Salary Savings Plan
- Type
- 401(k) plan
- Participants
- 657
About this data
Source: Moneta Group LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Moneta Group LLC.