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Sponsor portfolio

THE COMMUNITY PRESERVATION CORPORATION

EIN 13-2792409-real estate-Latest filing 2024
Plans
3
Retirement
1
$68.7M assets
Welfare
2
$3.3M premiums
Participants
681
220 EAST 42ND STREET, 16TH FLOOR - NEW YORK, NY 10017212-869-5300communityp.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$68.7M - 299 part#505Fully Insured-$3.3M - 335 lives#506Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.3M premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Life$3.2M
  • Long-term disability$3.2M
  • Health$3.1M
  • Dental$3.1M
  • Vision$3.1M
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • STANDARD INSURANCE COMPANY3%
  • AFLAC0%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • MICHELLE EASTON0%
  • CORPORATE SYNERGIES GROUP LLC0%
  • BEAUTIFUL BENEFITS, INC.0%
  • JAIME M. BAUM0%
  • +2 more
Total $179K7 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

THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

401k

Assets$68.7M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE COMMUNITY PRESERVATION CORPORATION GROUP HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$3.3M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

THE COMMUNITY PRESERVATION CORPORATION SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN401k$68.7M2992024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE COMMUNITY PRESERVATION CORPORATION GROUP HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS$3.3M3352024
506THE COMMUNITY PRESERVATION CORPORATION SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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