Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Dental$166K
- Life$123K
- Other$95K
- Long-term disability$70K
- +2 more
Filings through .
Top hat
Octave Specialty Group, Inc.
EIN 13-3621676Finance and InsuranceLatest filing 2025
Plans
5
Retirement
1
$122.7M assets
Health & Benefits
4
$3.7M premiums
Participants
971
40 WALL STREET, 55TH FLOOR - NEW YORK, NY 10005212-208-3224
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $3.7M premiums / 602 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#201
OCTAVE SPECIALTY GROUP, INC. SAVINGS INCENTIVE PLAN
401(k)
Assets$122.7M
Participants330
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
OCTAVE SPECIALTY GROUP, INC. & SUBSIDIARIES HEALTH PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.4M
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
OCTAVE SPECIALTY GROUP, INC. & SUBSIDAIARIES
Fully insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Premiums$197K
Covered lives119
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
OCTAVE SPECIALTY GROUP, INC. & SUBSIDIARIES DENTAL PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$166K
Covered lives108
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
OCTAVE SPECIALTY GROUP, INC. VISION PLAN
Fully insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO OF NY
Premiums$5K
Covered lives197
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #201 | OCTAVE SPECIALTY GROUP, INC. SAVINGS INCENTIVE PLAN | 401(k) | $122.7M | 330 | 2025 |
- #201 · 401(k) · 2025330
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | OCTAVE SPECIALTY GROUP, INC. & SUBSIDIARIES HEALTH PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.4M | 178 | 2025 |
| #501 | OCTAVE SPECIALTY GROUP, INC. & SUBSIDAIARIES | Fully insured | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $197K | 119 | 2025 |
| #503 | OCTAVE SPECIALTY GROUP, INC. & SUBSIDIARIES DENTAL PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $166K | 108 | 2025 |
| #504 | OCTAVE SPECIALTY GROUP, INC. VISION PLAN | Fully insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO OF NY | $5K | 197 | 2025 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025178
- #501 · Fully insured · LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · 2025119
- #503 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025108
- #504 · Fully insured · EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO OF NY · 2025197
Retirement plans
Health & Benefits plans