PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CONCERN FOR INDEPENDENT LIVING, INC.
Sponsor portfolio

CONCERN FOR INDEPENDENT LIVING, INC.

EIN 23-7259687-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$30.4M assets
Welfare
1
$2.7M premiums
Participants
846
312 EXPRESSWAY DRIVE SOUTH - MEDFORD, NY 11763631-750-2202
Plans on this EIN
2 filings
#001ProfitSharing-$30.4M - 582 part#502Fully Insured-$2.7M - 264 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$126K
  • Vision$126K
  • Life$116K
  • Long-term disability$116K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • PAYCHEX INSURANCE AGENCY, INC.67%
  • MARTIN INSURANCE GROUP22%
  • PROFESSIONAL GROUP PLANS INC11%
Total $225K3 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

CONCERN FOR MENTAL HEALTH, INC. RETIREMENT PLAN

ProfitSharing

Assets$30.4M
Participants582
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONCERN FOR INDEPENDENT LIVING HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCERN FOR MENTAL HEALTH, INC. RETIREMENT PLANProfitSharing$30.4M5822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONCERN FOR INDEPENDENT LIVING HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M2642025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica