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Sponsor portfolio

CHASEDESIGN, LLC

EIN 26-1338531-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$324K premiums
Participants
306
101 NORTH SALINA STREET SUITE 200 - SYRACUSE, NY 13202315-685-1000
Plans on this EIN
2 filings
#002401k-$36.1M - 175 part#503Fully Insured-$324K - 246 lives

Benefits portfolio analytics

1 plan / $324K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Other$91K
  • Health$75K
  • Prescription drug$75K
  • Short-term disability$42K
  • Long-term disability$25K
  • +2 more
Total $324K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
  • DELTA DENTAL OF CALIFORNIA32%
  • BLUE CROSS OF CALIFORNIA23%
  • EYEMED VISION CARE4%
  • AFLAC3%
Total $324K5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
  • LAURA ANNE CALARCO0%
  • STEPHEN MARK BAUSO0%
  • JOSEPH P CALARCO0%
  • +3 more
Total $106K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHASEDESIGN, LLC 401(K) PLAN

401k

Assets$36.1M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CHASE DESIGN, LLC WELFARE BENEFIT PLAN

Fully Insured - DELTA DENTAL

Premiums$324K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CHASEDESIGN, LLC 401(K) PLAN401k$36.1M1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CHASE DESIGN, LLC WELFARE BENEFIT PLANFully InsuredDELTA DENTAL$324K2462024
Retirement plans
Welfare plans
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