Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$539K
- Prescription drug$539K
- Other$25K
- Life$16K
- Short-term disability$16K
- Long-term disability$16K
Sponsor portfolio
SALES BENCHMARK INDEX
EIN 20-5248267Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
1
$8.5M assets
Welfare
3
$564K premiums
Participants
581
637 WYCKOFF AVE., SUITE 197 - WYCKOFF, NJ 07481224-627-8750
Benefits portfolio analytics
3 plans / $564K premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SALES BENCHMARK INDEX 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$8.5M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SBI GROWTH ADVISORY MEDICAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$539K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SBI GROWTH ADVISORY LIFE & DISABILITY
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$16K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
CIGNA GLOBAL MBA PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$9K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SALES BENCHMARK INDEX 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $8.5M | 172 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SBI GROWTH ADVISORY MEDICAL PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $539K | 146 | 2024 | |
| 501 | SBI GROWTH ADVISORY LIFE & DISABILITY | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $16K | 119 | 2024 | |
| 506 | CIGNA GLOBAL MBA PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $9K | 145 | 2024 |
Retirement plans
Welfare plans