Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Life$110K
- Dental$85K
- Short-term disability$31K
- Long-term disability$27K
- +2 more
Sponsor portfolio
GLOBE TAX SERVICES, INC.
EIN 13-3647361Latest filing 2025
Plans
2
Retirement
1
$45.0M assets
Welfare
1
$2.4M premiums
Participants
301
ONE NEW YORK PLAZA, 34TH FLOOR - NEW YORK, NY 10004212-747-9100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 169 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
38%top
- JEREMY M. STRAUB38%
- JENNA BIENENFELD24%
- BIENENFELD, LASEK, & STARR LLC10%
- HOWARD N. BIENENFELD6%
- MITCHELL BRADLEY STARR5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GLOBE TAX 401(K) PLAN
401k
Assets$45.0M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GLOBE TAX SERVICES HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GLOBE TAX 401(K) PLAN | 401k | $45.0M | 182 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GLOBE TAX SERVICES HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.4M | 169 | 2025 |
Retirement plans
Welfare plans