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Sponsor portfolioTH

FLEXTRADE SYSTEMS, INC.

EIN 11-3311506-Latest filing 2025
Plans
2
Retirement
1
$57.7M assets
Welfare
1
$3.7M premiums
Participants
662
111 GREAT NECK ROAD, SUITE 314 - GREAT NECK, NY 11021516-627-8993
Plans on this EIN
2 filings
#002401k-$57.7M - 371 part#501Fully Insured-$3.7M - 506 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 506 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$3.6M
  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Other$109K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • HARTFORD LIFE AND ACCIDENT3%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • CORPORATE SYNERGIES GROUP LLC89%
  • FOUNDATION RISK PARTNERS CORP8%
  • CENTRO BENEFITS RESEARCH LLC3%
Total $111K3 slices

Plan deep-dives

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

FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN

401k

Assets$57.7M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLEXTRADE SYSTEMS HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN401k$57.7M3712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLEXTRADE SYSTEMS HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M5062025
Retirement plans
Welfare plans
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