Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$32K
- Life$24K
- Other$24K
Sponsor portfolio
THE COLLEY GROUP EMPLOYEE BENEFIT PLAN
EIN 13-3791064legal servicesLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$56K premiums
Participants
237
4 FRONT STREET, BOX 779 - CROTON FALLS, NY 10519914-277-4800colleygroup.netLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $56K premiums / 170 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- PAYCHEX INSURANCE AGENCY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE COLLEY GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$8.3M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE COLLEY GROUP EMPLOYEE BENEFIT PLAN
Mixed - FIRST RELIANCE STANDARD
Premiums$56K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE COLLEY GROUP 401(K) PROFIT SHARING PLAN | 401k | $8.3M | 67 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE COLLEY GROUP EMPLOYEE BENEFIT PLAN | Mixed | FIRST RELIANCE STANDARD | $56K | 170 | 2025 |
Retirement plans
Welfare plans