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  2. HALCYON, INC.
Sponsor portfolio

HALCYON, INC.

EIN 16-1435197-music-Latest filing 2025
Plans
3
Retirement
1
$5.6M assets
Welfare
2
$366K premiums
Participants
314
865 COUNTY ROAD, #6 - PHELPS, NY 14532315-946-6200halcyontheshop.comLinkedIn1-10 employeesmusic
Plans on this EIN
3 filings
#001401k-$5.6M - 101 part#503Fully Insured-$199K - 377 lives#502Self Funded-$168K - 50 lives

Benefits portfolio analytics

2 plans / $366K premiums / 427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$199K
  • Stop-loss$168K
  • Dental$83K
  • Vision$83K
  • Short-term disability$83K
  • Other$83K
Total $366K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY46%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY32%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
  • EVEREST REINSURANCE COMPANY0%
Total $366K4 slices

Broker market share

Schedule A broker compensation

Split broker
30%top
  • ALISHA K ROBINSON30%
  • CHARLES ROBINSON26%
  • JOSEPH P CALARCO16%
  • EPSIX, INC.14%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
  • +1 more
Total $140K6 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

HALCYON, INC. 401(K) PLAN

401k

Assets$5.6M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HALCYON, INC. GROUP INSURANCE

Fully Insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Premiums$199K
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HALCYON, INC. EMPLOYEE BENEFIT PLAN

Self Funded - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$168K
Covered lives50
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALCYON, INC. 401(K) PLAN401k$5.6M1012025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HALCYON, INC. GROUP INSURANCEFully InsuredMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$199K3772025
502HALCYON, INC. EMPLOYEE BENEFIT PLANSelf FundedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$168K502025
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