PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. A VERY SPECIAL PLACE, INC.
Sponsor portfolio

A VERY SPECIAL PLACE, INC.

EIN 13-3005006-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$10.2M assets
Welfare
1
$1.9M premiums
Participants
609
49 CEDAR GROVE AVENUE - STATEN ISLAND, NY 10306718-987-1234
Plans on this EIN
3 filings
#001ProfitSharing-$6.3M - 311 part#002OtherDC-$3.9M - 90 part#503Mixed-$1.9M - 1,067 lives

Retirement portfolio analytics

2 plans aggregated / $10.2M assets / 401 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • SPECIAL PLACE, INC. (#001)62%
  • SPECIAL PLACE, INC. (#002)38%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECIAL PLACE, INC. (#001)311
  • SPECIAL PLACE, INC. (#002)90
Total 401Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,067 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$61K
  • Vision$61K
  • Life$46K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • AFLAC2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • ASSUREDPARTNERS5%
  • GEORGE BLAIR WEILER2%
  • COURTENAY LEE AMERLING1%
  • ANTHONY S ALMODOVAR0%
  • +3 more
Total $111K8 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

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF A VERY SPECIAL PLACE, INC.

ProfitSharing

Assets$6.3M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAX DEFERRED ANNUITY PLAN OF A VERY SPECIAL PLACE, INC.

OtherDC

Assets$3.9M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

A VERY SPECIAL PLACE, INC. WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF A VERY SPECIAL PLACE, INC.ProfitSharing$6.3M3112025
002TAX DEFERRED ANNUITY PLAN OF A VERY SPECIAL PLACE, INC.OtherDC$3.9M902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503A VERY SPECIAL PLACE, INC. WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1,0672025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica