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Sponsor portfolio

ARBOR REALTY SR, INC.

EIN 20-2133699-commercial real estate-Latest filing 2025
Plans
2
Retirement
1
$93.3M assets
Welfare
1
$10.3M premiums
Participants
1,465
333 EARLE OVINGTON BLVD. - UNIONDALE, NY 11553516-506-4586arborresi.comLinkedIn201-500 employeescommercial real estate
Plans on this EIN
2 filings
#001401k-$93.3M - 835 part#501Fully Insured-$10.3M - 762 lives

Benefits portfolio analytics

1 plan / $10.3M premiums / 762 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.3M
  • Vision$9.3M
  • Prescription drug$9.3M
  • Life$595K
  • Short-term disability$595K
  • Long-term disability$595K
  • +2 more
Total $10.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITEDHEALTHCARE INSURANCE COMPANY65%
  • INDEPENDENT HEALTH25%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $10.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • CORPORATE SYNERGIES GROUP LLC90%
  • CENTRO BENEFITS RESEARCH LLC8%
  • FOUNDATION RISK PARTNERS CORP2%
Total $267K3 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

ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN

401k

Assets$93.3M
Participants835
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARBOR MANAGEMENT LLC WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$10.3M
Covered lives762
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN401k$93.3M8352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARBOR MANAGEMENT LLC WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$10.3M7622025
Retirement plans
Welfare plans
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