Assets by plan
Share of aggregate retirement assets
- & 401(K) Savings (#002)$91.8M
Filings through .
Family Residences & Essential Enterprises, Inc.
EIN 11-2420547individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$96.5M assets
Health & Benefits
1
$17.4M premiums
Participants
5,476
191 SWEET HOLLOW RD - OLD BETHPAGE, NY 11804516-870-1600LinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $96.5M assets / 2,792 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN
401(k)
Assets$91.8M
Participants2,761
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. 403(B) PLAN
403(b)
Assets$4.7M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FAMILY RESIDENCES & ESSENTIAL ENTERPRISES INC. WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$17.4M
Covered lives2,684
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN | 401(k) | $91.8M | 2,761 | 2025 |
| #003 | FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. 403(B) PLAN | 403(b) | $4.7M | 31 | 2025 |
- #002 · 401(k) · 20252,761
- #003 · 403(b) · 202531
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FAMILY RESIDENCES & ESSENTIAL ENTERPRISES INC. WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $17.4M | 2,684 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20252,684
Retirement plans
Health & Benefits plans