PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TARTER KRINSKY & DROGIN LLP
Sponsor portfolio

TARTER KRINSKY & DROGIN LLP

EIN 13-4160916-law practice-Latest filing 2025
Plans
4
Retirement
3
$38.1M assets
Welfare
1
$4.8M premiums
Participants
470
1350 BROADWAY - NEW YORK, NY 10018212-216-8000tarterkrinsky.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#003401k-$19.2M - 55 part#001401k-$13.6M - 87 part#002401k-$5.3M - 114 part#501Fully Insured-$4.8M - 214 lives

Retirement portfolio analytics

3 plans aggregated / $38.1M assets / 256 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • AND TRUST II (#003)50%
  • 401(K) PROFIT-SHARING PLAN (#001)36%
  • PLAN AND TRUST (#002)14%
Total $38.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)114
  • 401(K) PROFIT-SHARING PLAN (#001)87
  • AND TRUST II (#003)55
Total 256Click row to drill in

Benefits portfolio analytics

1 plan / $4.8M premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.2M
  • Life$282K
  • Short-term disability$282K
  • Long-term disability$282K
  • Other$282K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • SHELTERPOINT LIFE INSURANCE COMPANY0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MY BENEFIT ADVISOR LLC74%
  • ASSUREDPARTNERS25%
  • USI INSURANCE SERVICES LLC1%
Total $203K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST II

401k

Assets$19.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TARTER KRINSKY & DROGIN LLP 401(K) PROFIT-SHARING PLAN

401k

Assets$13.6M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST

401k

Assets$5.3M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TARTER KRINSKY & DROGIN LIFE, ADD, STD AND LTD BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.8M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST II401k$19.2M552024
001TARTER KRINSKY & DROGIN LLP 401(K) PROFIT-SHARING PLAN401k$13.6M872024
002TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST401k$5.3M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TARTER KRINSKY & DROGIN LIFE, ADD, STD AND LTD BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.8M2142025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica