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Sponsor portfolio

FAMILY RESIDENCES & ESSENTIAL ENTERPRISES INC

EIN 11-2420547-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$81.9M assets
Welfare
1
$17.4M premiums
Participants
5,424
191 SWEET HOLLOW ROAD - BETHPAGE, NY 11804516-870-1600LinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$78.0M - 2,708 part#003403b-$3.9M - 32 part#501Mixed-$17.4M - 2,684 lives

Retirement portfolio analytics

2 plans aggregated / $81.9M assets / 2,740 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • & 401(K) Savings (#002)95%
  • ENTERPRISES, INC. 403(B) (#003)5%
Total $81.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & 401(K) Savings (#002)2,708
  • ENTERPRISES, INC. 403(B) (#003)32
Total 2,740Click row to drill in

Benefits portfolio analytics

1 plan / $17.4M premiums / 2,684 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.6M
  • Prescription drug$16.6M
  • Vision$743K
  • Life$743K
  • Short-term disability$743K
  • Long-term disability$743K
  • +1 more
Total $17.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $17.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN

401k

Assets$78.0M
Participants2,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. 403(B) PLAN

403b

Assets$3.9M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY RESIDENCES & ESSENTIAL ENTERPRISES INC. WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$17.4M
Covered lives2,684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN401k$78.0M2,7082024
003FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. 403(B) PLAN403b$3.9M322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY RESIDENCES & ESSENTIAL ENTERPRISES INC. WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$17.4M2,6842025
Retirement plans
Welfare plans
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