Morgan & Morgan, P.A.
Overview
Morgan & Morgan, P.A. sponsors a self-funded health plan that covered 3,408 participants in plan year 2024. The plan year starts in May. 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
- 3,408
- Plan year
- Begins May 1 · next renewal May 2027
- Health plans filed
- Morgan & Morgan, P.A. Employee Benefits Plan, plan 525 (3,408 participants)
- Broker compensation
- $1.1M 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 |
|---|---|---|---|---|
| Standard Insurance Company | Dental, Life, Short-term disability, Long-term disability | 3,391 | $3.8M | $1.1M |
| Humana Insurance Company | Vision | 2,886 | $430K | $16K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,408 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 2024
- Plan sponsor
- Morgan & Morgan, P.A.
- Sponsor EIN
- 59-2920684
- Plan number
- 525
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 59-2920684 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust
- Type
- 401(k) plan
- Participants
- 5,470
About this data
Source: Morgan & Morgan, P.A.'s Form 5500 filing for plan year 2024 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 Morgan & Morgan, P.A..