Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$142K
- Vision$142K
- Other$54K
- Long-term disability$49K
Filings through .
Maxim Group, LLC
EIN 04-3640096financial servicesLatest filing 2025
Plans
2
Retirement
1
$82.2M assets
Health & Benefits
1
$209K premiums
Participants
369
100 CROSSWAYS PARK DRIVE WEST, SUITE 207 - WOODBURY, NY 11797516-393-8300maximgrp.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $209K premiums / 171 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MAXIM GROUP, LLC 401(K) PLAN
401(k)
Assets$82.2M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MAXIM GROUP LLC INSURANCE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$209K
Covered lives171
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MAXIM GROUP, LLC 401(K) PLAN | 401(k) | $82.2M | 224 | 2025 |
- #001 · 401(k) · 2025224
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MAXIM GROUP LLC INSURANCE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $209K | 171 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025171
Retirement plans
Health & Benefits plans