PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MONROE MEDI-TRANS, INC.
Sponsor portfolio

MONROE MEDI-TRANS, INC.

EIN 16-1043764-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$24K premiums
Participants
327
1669 LYELL AVENUE - ROCHESTER, NY 14606585-327-7610
Plans on this EIN
2 filings
#001401k-$3.2M - 198 part#565Fully Insured-$24K - 123 lives

Benefits portfolio analytics

1 plan / $24K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$24K
  • Life$24K
  • Long-term disability$24K
  • Other$24K
Total $24K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $24K1 slice

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • ASSUREDPARTNERS12%
Total $4K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN

401k

Assets$3.2M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#565

MONROE AMBULANCE WELFARE BENEFITS PLAN

Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$24K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN401k$3.2M1982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
565MONROE AMBULANCE WELFARE BENEFITS PLANFully InsuredLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$24K1232025
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