Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$142K
- Vision$142K
- Other$54K
- Long-term disability$49K
Sponsor portfolio
MAXIM GROUP INSURANCE PLAN
EIN 04-3640096financial servicesLatest filing 2025
Plans
2
Retirement
1
$78.0M assets
Welfare
1
$209K premiums
Participants
376
100 CROSSWAYS PARK DR WEST STE 207, ATT TIM MURPHY - WOODBURY, NY 11797516-393-8300maximgrp.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $209K premiums / 171 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
Broker market share
Schedule A broker compensation
66%top
- CROWN RISK MANAGEMENT, LLC66%
- LENOX ADVISORS INC29%
- NFP INSURANCE SERVICES INC4%
- VAN EPPS, JAMES, H0%
- BLOCK, CHARLES, D0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MAXIM GROUP, LLC 401(K) PLAN
401k
Assets$78.0M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MAXIM GROUP LLC INSURANCE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$209K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAXIM GROUP, LLC 401(K) PLAN | 401k | $78.0M | 231 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAXIM GROUP LLC INSURANCE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $209K | 171 | 2025 |
Retirement plans
Welfare plans