Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$622K
- Prescription drug$622K
- Dental$40K
- Other$13K
- Life$7K
- Vision$4K
Sponsor portfolio
EXCEPTIONAL FAMILY RESOURCES
EIN 16-1098311Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$680K premiums
Participants
361
1820 LEMOYNE AVE - SYRACUSE, NY 13208315-478-1462
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $680K premiums / 208 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXCEPTIONAL FAMILY RESOURCES 401(K) PLAN
401k
Assets$3.3M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EXCEPTIONAL FAMILY RESOURCES WELFARE BENEFIT PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$680K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCEPTIONAL FAMILY RESOURCES 401(K) PLAN | 401k | $3.3M | 361 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EXCEPTIONAL FAMILY RESOURCES WELFARE BENEFIT PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $680K | 208 | 2025 |
Retirement plans
Welfare plans