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  2. CORTESE DODGE, INC.
Sponsor portfolioTH

CORTESE DODGE, INC.

EIN 16-1081381-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$466K premiums
Participants
313
2400 W HENRIETTA ROAD - ROCHESTER, NY 14623585-442-3000
Plans on this EIN
2 filings
#001401k-$13.3M - 171 part#502Fully Insured-$466K - 141 lives

Benefits portfolio analytics

1 plan / $466K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$402K
  • Prescription drug$402K
  • Dental$37K
  • Other$23K
  • Life$6K
  • Vision$4K
Total $466K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • MVP HEALTH CARE86%
  • BLUE CROSS OF CALIFORNIA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $466K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $25K1 slice

Plan deep-dives

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

CORTESE DODGE INC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$13.3M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CORTESE WELFARE BENEFIT PLAN

Fully Insured - MVP HEALTH SERVICES CORP

Premiums$466K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORTESE DODGE INC 401(K) PROFIT SHARING PLAN AND TRUST401k$13.3M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CORTESE WELFARE BENEFIT PLANFully InsuredMVP HEALTH SERVICES CORP$466K1412025
Retirement plans
Welfare plans
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