How big is Blue Moon Benefits Group's plan?

Blue Moon Benefits Group's plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260309144529NAL0002377536001

Blue Moon Benefits Group

Name: Blue Moon Benefits Group — Blue Moon Benefits Group, Form 5500 (2025)
Creator: Blue Moon Benefits Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Moon Benefits Group 401(k) Plan

401(k) retirement plan · Blue Moon Benefits Group's Blue Moon Benefits Group 401(k) Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Michael York signed Blue Moon Benefits Group's 2025 Form 5500 as plan administrator.

Michael York — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blue Moon Benefits Group's EIN is 20-2024817.

EIN 20-2024817

Plan number 001

Plan year 2025

ACK ID 20260309144529NAL0002377536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Blue Moon Benefits Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Blue Moon Benefits Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE MOON BENEFITS GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

BLUE MOON BENEFITS GROUP

EIN

all filings

Address

3540 CLEMMONS ROAD · SUITE 118 · CLEMMONS, NC · 27012

Phone

(336) 778-1070

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator