Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$212K
- Dental$166K
- Life$142K
- Long-term disability$142K
- Short-term disability$64K
- Vision$21K
Sponsor portfolio
RELIANCE FIRST CAPITAL, LLC
EIN 26-2261031financial servicesLatest filing 2025
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$399K premiums
Participants
630
201 OLD COUNTRY ROAD SUITE 304 - MELVILLE, NY 11747516-422-8888reliancefirst.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $399K premiums / 770 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK36%
- AFLAC16%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
45%top
- USI INSURANCE SERVICES LLC45%
- ASSUREDPARTNERS22%
- EMERSON REID LLC17%
- SEAN FX GLEASON LLC9%
- MJ INSURANCE3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RELIANCE FIRST CAPITAL, LLC EMPLOYEES SAVINGS TRUST
401k
Assets$31.2M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#518
RELIANCE FIRST CAPITAL, LLC ANCILLARY BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$399K
Covered lives770
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RELIANCE FIRST CAPITAL, LLC EMPLOYEES SAVINGS TRUST | 401k | $31.2M | 321 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 518 | RELIANCE FIRST CAPITAL, LLC ANCILLARY BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $399K | 770 | 2025 |
Retirement plans
Welfare plans