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  2. FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP
Sponsor portfolioTH

FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP

EIN 13-2726464-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$345.4M assets
Welfare
1
$4.2M premiums
Participants
6,016
90 MATAWAN ROAD - MATAWAN, NJ 07747732-862-5153
Plans on this EIN
2 filings
#001401k-$345.4M - 3,450 part#504Mixed-$4.2M - 3,843 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 3,843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.9M
  • Long-term disability$1.7M
  • Other$1.7M
  • Life$1.5M
  • Vision$284K
  • Health$137K
Total $4.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • AETNA LIFE INSURANCE COMPANY45%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $4.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MERCER HEALTH AND BENEFITS, LLC97%
  • ALIGHT SOLUTIONS3%
Total $101K2 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

FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$345.4M
Participants3,450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP EMPLOYEE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$4.2M
Covered lives3,843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN401k$345.4M3,4502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP EMPLOYEE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$4.2M3,8432024
Retirement plans
Welfare plans
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