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Sponsor portfolio

SUNSHINE SACHS & ASSOCIATES

EIN 20-8847482-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$3.3M premiums
Participants
387
136 MADISON AVENUE, 17TH FLOOR - NEW YORK, NY 10016212-691-2800
Plans on this EIN
2 filings
#001401k-$18.3M - 387 part#501Fully Insured-$3.3M - 208 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$82K
  • Other$50K
  • Life$45K
  • Short-term disability$45K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • WORLD INSURANCE ASSOCIATES LLC63%
  • FNA INSURANCE SERVICES INC37%
  • NAMELY EMPLOYEE BENEFITS, LLC-0%
Total $194K3 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

SUNSHINE, SACHS & ASSOCIATES PROFIT SHARING PLAN

401k

Assets$18.3M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNSHINE SACHS & ASSOCIATES BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNSHINE, SACHS & ASSOCIATES PROFIT SHARING PLAN401k$18.3M3872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNSHINE SACHS & ASSOCIATES BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.3M2082025
Retirement plans
Welfare plans
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