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Form 5500 · Employee benefit plan · CLAYTON, MO

MONETA GROUP LLC

MONETA GROUP LLC of CLAYTON, MO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1903821 · plan 501 · as of Jul 2026

Participants
498
Carriers on file
8
Disclosed commissions
$21,295
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICA122December$11,228
UNUM LIFE INSURANCE COMPANY OF AMERICA15December$5,525
UNUM LIFE INSURANCE COMPANY OF AMERICA80December$2,316
UNUM LIFE INSURANCE COMPANY OF AMERICA77December$2,226
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability509December$0
DELTA DENTAL OF MISSOURIDental926December$0
ADVANTICA INSURANCE COMPANYVision614December$0
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss407December$0

Questions

Who is MONETA GROUP LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MONETA GROUP LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does MONETA GROUP LLC use?

MONETA GROUP LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 8 disclosed carriers.

When does MONETA GROUP LLC's group plan renew?

The most recent Schedule A policy period for MONETA GROUP LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MONETA GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.