Carrier market share
Premium dollars by Schedule A carrier
0%top
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0%
Sponsor portfolio
CONCIERGE RETIREMENT SERVICES, INC.
EIN 13-2945975financial servicesLatest filing 2024
Plans
2
Retirement
1
$3.9M assets
Welfare
1
Participants
32
7 RYE RIDGE PLAZA, #404 - RYE BROOK, NY 10573914-251-0099madisonpension.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $0 premiums / 1 covered livesBundled
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONCIERGE RETIREMENT SERVICES, INC. RETIREMENT PLAN
401k
Assets$3.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
CONCIERGE RETIREMENT SERVICES, INC. RETIREMENT PLAN
Fully Insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONCIERGE RETIREMENT SERVICES, INC. RETIREMENT PLAN | 401k | $3.9M | 16 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | CONCIERGE RETIREMENT SERVICES, INC. RETIREMENT PLAN | Fully Insured | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | 1 | 2024 |
Retirement plans
Welfare plans