Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$115K
- Short-term disability$79K
- Long-term disability$79K
- Other$64K
- +2 more
Sponsor portfolioTH
MONROE PLAN FOR MEDICAL CARE, INC.
EIN 16-0973194insuranceLatest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$2.4M premiums
Participants
414
1120 PITTSFORD VICTOR ROAD - PITTSFORD, NY 145343818585-256-8474monroeplan.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 171 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- EYEMED VISION CARE0%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
99%top
- CONSILIARIUM GROUP LLC99%
- CONSILIARIIUM 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#002
MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN
401k
Assets$25.9M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
MONROE PLAN FOR MEDICAL CARE INC WELFARE BENEFITS PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.4M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN | 401k | $25.9M | 242 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | MONROE PLAN FOR MEDICAL CARE INC WELFARE BENEFITS PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.4M | 171 | 2025 |
Retirement plans
Welfare plans