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Sponsor portfolio

JEFFREY S. KEZIS, M.D., P.C.

EIN 14-1626602-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$2.5M assets
Welfare
1
Participants
4
18 JONATHAN LANE - POUGHKEEPSIE, NY 12603845-471-3484LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#002ProfitSharing-$2.5M - 2 part#002Fully Insured-1 lives

Benefits portfolio analytics

1 plan / $0 premiums / 1 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JEFFREY S. KEZIS, M.D., P.C. PROFIT SHARING PLAN

ProfitSharing

Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

JEFFREY S. KEZIS, M.D., P.C. PROFIT SHARING PLAN

Fully Insured - AXA EQUITABLE LIFE ASSURANCE

Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JEFFREY S. KEZIS, M.D., P.C. PROFIT SHARING PLANProfitSharing$2.5M22024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002JEFFREY S. KEZIS, M.D., P.C. PROFIT SHARING PLANFully InsuredAXA EQUITABLE LIFE ASSURANCE$012024
Retirement plans
Welfare plans
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