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Sponsor portfolio

COMMUNITY OPTIONS, INC.

EIN 06-1300693-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$435K premiums
Participants
332
561 WATERTOWN AVENUE, SUITE 3 - WATERBURY, CT 06708203-597-8525
Plans on this EIN
2 filings
#001401k-$7.8M - 236 part#508Mixed-$435K - 324 lives

Benefits portfolio analytics

1 plan / $435K premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$246K
  • Other$189K
  • Life$187K
  • Short-term disability$184K
  • Long-term disability$184K
Total $435K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • FIDELITY SECURITY LIFE INSURANCE COMPANY57%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA43%
Total $435K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MALONEY, TIMOTHY G100%
Total $12K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY OPTIONS, INC. SAVINGS AND RETIREMENT PLAN

401k

Assets$7.8M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

COMMUNITY OPTIONS, INC. EMPLOYEE BENEFITS PLAN

Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$435K
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY OPTIONS, INC. SAVINGS AND RETIREMENT PLAN401k$7.8M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508COMMUNITY OPTIONS, INC. EMPLOYEE BENEFITS PLANMixedFIDELITY SECURITY LIFE INSURANCE COMPANY$435K3242025
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Welfare plans
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