PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Finn Partners, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Finn Partners, Inc.

EIN 13-3366334-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$133.3M assets
Health & Benefits
1
$735K premiums
Participants
1,990
1675 BROADWAY - NEW YORK, NY 10019212-593-6347finnpartners.comLinkedIn1001-5000 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401(k)-$133.3M - 1,106 part#501Mixed-$735K - 878 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $735K premiums / 878 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$735K
  • Dental$730K
  • Vision$730K
  • Life$730K
  • Long-term disability$730K
Total $735K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FINN PARTNERS, INC. 401(K) PLAN

401(k)

Assets$133.3M
Participants1,106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FINN PARTNERS, INC. GROUP HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$735K
Covered lives878
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FINN PARTNERS, INC. 401(K) PLAN401(k)$133.3M1,1062025
  • FINN PARTNERS, INC. 401(K) PLAN$133.3M
    #001 · 401(k) · 20251,106

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FINN PARTNERS, INC. GROUP HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$735K8782025
  • FINN PARTNERS, INC. GROUP HEALTH AND WELFARE PLAN$735K
    #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025878
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica