Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW YORK EDGE
EIN 11-3112635primary/secondary educationLatest filing 2025
Plans
4
Retirement
3
$4.1M assets
Welfare
1
$2.7M premiums
Participants
578
58-12 QUEENS BLVD - WOODSIDE, NY 11377718-786-1100newyorkedge.orgLinkedIn1001-5000 employeesprimary/secondary education
Retirement portfolio analytics
3 plans aggregated / $4.1M assets / 326 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 252 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$167K
- Vision$167K
- Life$167K
- Long-term disability$167K
- Other$167K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NEW YORK EDGE INC 403(B) PLAN
403b
Assets$3.2M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NEW YORK EDGE, INC BQE 403(B) PLAN
403b
Assets$702K
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
NEW YORK EDGE, INC FDR 403(B) PLAN
403b
Assets$231K
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEW YORK EDGE WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.7M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEW YORK EDGE INC 403(B) PLAN | 403b | $3.2M | 130 | 2024 | |
| 003 | NEW YORK EDGE, INC BQE 403(B) PLAN | 403b | $702K | 121 | 2024 | |
| 004 | NEW YORK EDGE, INC FDR 403(B) PLAN | 403b | $231K | 75 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEW YORK EDGE WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.7M | 252 | 2025 |
Retirement plans
Welfare plans