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Sponsor portfolio

DATA SEARCH NY, INC. DBA TRAKAMERICA

EIN 11-3566258-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.8M premiums
Participants
563
27500 RIVERVIEW CENTER BLVD, STE 200 - BONITA SPRINGS, FL 341343510239-552-3902
Plans on this EIN
2 filings
#001401k-$11.6M - 338 part#501Fully Insured-$1.8M - 276 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
  • Other$115K
  • Dental$90K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ACUMEN ADVISORS INC67%
  • PROFESSIONAL GROUP PLANS INC24%
  • GIS BENEFITS INC9%
Total $153K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DATA SEARCH NY, INC. 401(K) PLAN

401k

Assets$11.6M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DATA SEARCH NY, INC. DBA TRAKAMERICA EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DATA SEARCH NY, INC. 401(K) PLAN401k$11.6M3382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DATA SEARCH NY, INC. DBA TRAKAMERICA EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M2762025
Retirement plans
Welfare plans
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