Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$1.5M
- Vision$1.5M
- Other$152K
- Life$76K
- Short-term disability$76K
- +1 more
Sponsor portfolio
PASSERO ASSOCIATES, DPC
EIN 16-1255176designLatest filing 2024
Plans
3
Retirement
1
$19.4M assets
Welfare
2
$1.6M premiums
Participants
575
242 WEST MAIN STREET, SUITE 100 - ROCHESTER, NY 14614585-325-1000passero.comLinkedIn51-200 employeesdesign
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.6M premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- AETNA LIFE INSURANCE COMPANY91%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
99%top
- SMOLA CONSULTING, LLC99%
- BROWN & BROWN INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN
401k
Assets$19.4M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PASSERO ASSOCIATES ENGINEERING, ARCHITECTURE & SURVEYING, DPC WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN | 401k | $19.4M | 206 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PASSERO ASSOCIATES ENGINEERING, ARCHITECTURE & SURVEYING, DPC WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.6M | 234 | 2024 | |
| 001 | PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans