Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$691K
- Vision$691K
- Life$691K
- Other$691K
- Stop-loss$200K
- Short-term disability$36K
- +1 more
Sponsor portfolio
GENESIS CORP.
EIN 13-4041496financial servicesLatest filing 2024
Plans
2
Retirement
1
$43.3M assets
Welfare
1
$959K premiums
Participants
2,440
950 THIRD AVENUE, 26TH FLOOR - NEW YORK, NY 10022212-688-5522genesistrading.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $959K premiums / 882 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- PRINCIPAL LIFE INSURANCE COMPANY72%
- HCC LIFE INSURANCE COMPANY20%
- NORTHWESTERN MUTUAL7%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
69%top
- PATRIOT GROWTH INSURANCE SERVICES69%
- PROFESSIONAL GROUP PLANS INC23%
- MARK MANTAY7%
- HOLLERAN FINANCIAL GROUP, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN
401k
Assets$43.3M
Participants1,856
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENESIS HEALTH AND WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$959K
Covered lives882
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN | 401k | $43.3M | 1,856 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GENESIS HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $959K | 882 | 2024 |
Retirement plans
Welfare plans