Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$190K
- Stop-loss$86K
- Health$85K
Sponsor portfolio
LIFE BENEFIT PLAN
EIN 11-1708617Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$362K premiums
Participants
1,157
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $362K premiums / 497 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- HEALTHPLEX INSURANCE COMPANY52%
- SIRIUS AMERICA INSURANCE COMPANY24%
- EMBLEMHEALTH24%
Broker market share
Schedule A broker compensation
93%top
- EMERSON REID LLC93%
- 5BOROUGHS INSURANCE AGENCY INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIFE BENEFIT PLAN MEMBER 401(K) PLAN
401k
Assets$3.3M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFE BENEFIT PLAN
Mixed - HEALTHPLEX
Premiums$362K
Covered lives497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIFE BENEFIT PLAN MEMBER 401(K) PLAN | 401k | $3.3M | 369 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFE BENEFIT PLAN | Mixed | HEALTHPLEX | $362K | 497 | 2024 |
Retirement plans
Welfare plans