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Sponsor portfolioTH

CONIFER REALTY LLC

EIN 16-1595525-real estate-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$3.8M premiums
Participants
1,321
1000 UNIVERSITY AVENUE, SUITE 500 - ROCHESTER, NY 14607585-324-0563coniferllc.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$25.6M - 835 part#510Fully Insured-$3.8M - 480 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Life$199K
  • Short-term disability$199K
  • Long-term disability$199K
  • Dental$157K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE1%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONSILIARIUM GROUP LLC100%
Total $128K1 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

CONIFER REALTY LLC RETIREMENT SAVINGS PLAN

401k

Assets$25.6M
Participants835
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CONIFER REALTY LLC HEALTH AND WELFARE PLAN

Fully Insured - EXCELLUS BLUECROSS BLUESHIELD

Premiums$3.8M
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONIFER REALTY LLC RETIREMENT SAVINGS PLAN401k$25.6M8352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CONIFER REALTY LLC HEALTH AND WELFARE PLANFully InsuredEXCELLUS BLUECROSS BLUESHIELD$3.8M4802025
Retirement plans
Welfare plans
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