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  2. FORESTDALE, INC.
Sponsor portfolioTH

FORESTDALE, INC.

EIN 11-1631747-individual & family services-Latest filing 2024
Plans
3
Retirement
1
$15.6M assets
Welfare
2
$3.5M premiums
Participants
879
67-35 112TH STREET - FOREST HILLS, NY 11375718-263-0740forestdaleinc.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#005401k-$15.6M - 446 part#502Fully Insured-$3.5M - 210 lives#501Fully Insured-$57K - 0 lives

Benefits portfolio analytics

2 plans / $3.5M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$122K
  • Vision$122K
  • Long-term disability$34K
  • Life$20K
  • Other$3K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK2%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ONEGROUP NY INC67%
  • PROFESSIONAL GROUP PLANS INC33%
Total $240K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

FORESTDALE, INC. CASH OR DEFERRED PLAN & TRUST

401k

Assets$15.6M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FORESTDALE, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FORESTDALE, INC. HEALTH AND WELFARE PLAN

Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NY

Premiums$57K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005FORESTDALE, INC. CASH OR DEFERRED PLAN & TRUST401k$15.6M4462024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FORESTDALE, INC. EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.5M2102024
501FORESTDALE, INC. HEALTH AND WELFARE PLANFully InsuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NY$57K02024
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