Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.0M
- Other$1.6M
- Long-term disability$1.4M
- Life$1.2M
- Vision$238K
Sponsor portfolioTH
FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP
EIN 13-2726464Latest filing 2025
Plans
2
Retirement
1
$345.4M assets
Welfare
1
$4.0M premiums
Participants
6,003
90 MATAWAN ROAD - MATAWAN, NJ 07747732-862-5000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 3,837 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- AETNA LIFE INSURANCE COMPANY49%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
99%top
- MERCER HEALTH AND BENEFITS, LLC99%
- ALIGHT SOLUTIONS1%
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$4.0M
Covered lives3,837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | 401k | $345.4M | 3,450 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP EMPLOYEE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $4.0M | 3,837 | 2025 |
Retirement plans
Welfare plans