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Sponsor portfolio

ACCORDION PARTNERS, LLC

EIN 26-4029427-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$48.5M assets
Welfare
1
$9.0M premiums
Participants
1,114
1 VANDERBILT AVE, SUITE 2401 - NEW YORK, NY 10017646-485-8000
Plans on this EIN
2 filings
#001401k-$48.5M - 597 part#501Fully Insured-$9.0M - 1,054 lives

Benefits portfolio analytics

1 plan / $9.0M premiums / 1,054 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$8.9M
  • Health$7.8M
  • Prescription drug$7.8M
  • Life$1.2M
  • Other$1.2M
  • Dental$1.2M
  • +2 more
Total $9.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • KAISER FOUNDATION HEALTH PLAN INC1%
Total $9.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • SEQUOIA BENEFITS & INS SVCS LLC98%
  • WORLD INSURANCE ASSOCIATES LLC2%
Total $547K2 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

ACCORDION PARTNERS 401(K) PLAN

401k

Assets$48.5M
Participants597
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCORDION PARTNERS, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$9.0M
Covered lives1,054
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCORDION PARTNERS 401(K) PLAN401k$48.5M5972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCORDION PARTNERS, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredANTHEM BLUE CROSS BLUE SHIELD$9.0M1,0542024
Retirement plans
Welfare plans
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