PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIRST PROTOCOL, INC.
Sponsor portfolio

FIRST PROTOCOL, INC.

EIN 20-1231125-Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$1.8M premiums
Participants
1,074
630 NINTH AVE - NEW YORK, NY 10036
Plans on this EIN
2 filings
#001401k-$27.6M - 567 part#501Fully Insured-$1.8M - 703 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$524K
  • Vision$524K
  • Life$524K
  • Short-term disability$524K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • PRINCIPAL LIFE INSURANCE COMPANY29%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • CORPORATE SYNERGIES GROUP LLC80%
  • HUB INTERNATIONAL MIDWEST LIMITED15%
  • PROFESSIONAL GROUP PLANS INC4%
  • CENTRO BENEFITS RESEARCH LLC1%
  • BRIO BENEFIT CONSULTING INC-0%
Total $329K5 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

FIRST 401(K) PLAN

401k

Assets$27.6M
Participants567
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST PROTOCOL, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST 401(K) PLAN401k$27.6M5672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST PROTOCOL, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M7032025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica