Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$323K
- Dental$74K
- Vision$74K
- Long-term disability$33K
- Other$11K
- +2 more
Sponsor portfolio
SMOLIN, LUPIN & CO., P.A.
EIN 22-2258733accountingLatest filing 2024
Plans
2
Retirement
1
$33.0M assets
Welfare
1
$1.9M premiums
Participants
309
10 WATERVIEW BLVD, SUITE 300 - PARSIPPANY, NJ 07054973-439-7200smolin.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- HORIZON HEALTHCARE SERVICES, INC.94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- USABLE LIFE2%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
85%top
- SAVOY ASSOCIATES85%
- GALLAGHER BENEFIT SERVICES, INC.8%
- DONALD C SAVOY INC4%
- HORIZON INSURANCE COMPANY2%
- SCHECHNER LIFSON CORPORATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SMOLIN, LUPIN & CO. SAVINGS AND INVESTMENT PLAN
401k
Assets$33.0M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMOLIN, LUPIN & CO., LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$1.9M
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMOLIN, LUPIN & CO. SAVINGS AND INVESTMENT PLAN | 401k | $33.0M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMOLIN, LUPIN & CO., LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. | $1.9M | 117 | 2024 |
Retirement plans
Welfare plans