Form 5500 · Employee benefit plan · NEW YORK, NY
MOELIS AND COMPANY GROUP LP
MOELIS AND COMPANY GROUP LP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS OF NEW JERSEY INC.. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8980370 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 1,033 | December | $0 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 154 | December | $0 |
| VISION SERVICE PLAN | Vision | 737 | December | $0 |
Questions
Who is MOELIS AND COMPANY GROUP LP's benefits broker?
Per its most recent Form 5500 Schedule A, MOELIS AND COMPANY GROUP LP's broker of record is WILLIS OF NEW JERSEY INC..
What insurance carrier does MOELIS AND COMPANY GROUP LP use?
MOELIS AND COMPANY GROUP LP's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does MOELIS AND COMPANY GROUP LP's group plan renew?
The most recent Schedule A policy period for MOELIS AND COMPANY GROUP LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MOELIS AND COMPANY GROUP LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.