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Sponsor portfolio

FINGER LAKES AREA COUNSELING AND RECOVERY AGENCY

EIN 16-1013292-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$216K premiums
Participants
613
28 EAST MAIN STREET - CLIFTON SPRINGS, NY 14432315-462-9178
Plans on this EIN
2 filings
#003403b-$4.8M - 464 part#501Mixed-$216K - 148 lives

Benefits portfolio analytics

1 plan / $216K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$168K
  • Other$168K
  • Dental$130K
  • Vision$130K
  • Health$48K
  • Short-term disability$38K
Total $216K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA60%
  • MVP HEALTH CARE22%
  • TRANSAMERICA LIFE INSURANCE COMPANY17%
Total $216K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • AP BENEFIT ADVISORS, LLC69%
  • ASSUREDPARTNERS31%
Total $34K2 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

FINGER LAKES AREA COUNSELING AND RECOVERY AGENCY 403(B) PLAN

403b

Assets$4.8M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FINGER LAKES AREA COUNSELING AND RECOVERY AGENCY EMPLOYEE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$216K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FINGER LAKES AREA COUNSELING AND RECOVERY AGENCY 403(B) PLAN403b$4.8M4642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FINGER LAKES AREA COUNSELING AND RECOVERY AGENCY EMPLOYEE BENEFIT PLANMixedGUARDIAN$216K1482025
Retirement plans
Welfare plans
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