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Sponsor portfolioTH

COMMUNITY OPTIONS INC.

EIN 22-2964056-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$4.4M premiums
Participants
10,786
16 FARBER ROAD - PRINCETON, NJ 08540609-951-9900comop.orgLinkedIn5001-10000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$31.1M - 6,655 part#501Mixed-$4.4M - 4,131 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 4,131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$3.2M
  • Other$2.5M
  • Life$2.3M
  • Long-term disability$1.6M
  • Dental$987K
  • Vision$128K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA56%
  • DELTA DENTAL OF CALIFORNIA23%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • +1 more
Total $4.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • PHILIP LIAN46%
  • PHILLIP E LIAN18%
  • KATCHEN FINANCIAL GROUP9%
  • ANDREW SILBERT7%
  • VARIOUS - SEE ATTACHED6%
  • +3 more
Total $509K8 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

COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN

403b

Assets$31.1M
Participants6,655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY OPTIONS INC. EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$4.4M
Covered lives4,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN403b$31.1M6,6552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY OPTIONS INC. EMPLOYEE HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$4.4M4,1312025
Retirement plans
Welfare plans
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