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Sponsor portfolio

PRAGER METIS CPAS, LLC

EIN 06-1667465-accounting-Latest filing 2025
Plans
3
Retirement
2
$75.1M assets
Welfare
1
$3.9M premiums
Participants
1,071
14 PENN PLAZA SUITE 1800 - NEW YORK, NY 10122212-643-0099pragermetis.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filings
#003401k-$40.1M - 563 part#002401k-$35.0M - 289 part#501Fully Insured-$3.9M - 383 lives

Retirement portfolio analytics

2 plans aggregated / $75.1M assets / 852 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SAVINGS PLAN I (#003)53%
  • SAVINGS PLAN II (#002)47%
Total $75.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • DANZIGER & MARKHOFF LLP100%
Total $75.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN I (#003)563
  • SAVINGS PLAN II (#002)289
Total 852Click row to drill in

Benefits portfolio analytics

1 plan / $3.9M premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$163K
  • Vision$163K
  • Life$160K
  • Short-term disability$129K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • COMPANION LIFE INSURANCE COMPANY4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • USI INSURANCE SERVICES LLC61%
  • ASSUREDPARTNERS22%
  • WILLIS TOWERS WATSON US LLC17%
Total $254K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I

401k

Assets$40.1M
Participants563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN II

401k

Assets$35.0M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRAGER METIS CPAS, LLC MEDICAL & DENTAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.9M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I401k$40.1M5632024
002PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN II401k$35.0M2892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRAGER METIS CPAS, LLC MEDICAL & DENTAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.9M3832025
Retirement plans
Welfare plans
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