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Sponsor portfolio

BEHAVIORALLY, INC.

EIN 27-0173262-Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$2K premiums
Participants
300
500 FRANK W BURR BLVD - TEANECK, NJ 07666201-720-2713
Plans on this EIN
2 filings
#002401k-$13.9M - 216 part#509Fully Insured-$2K - 84 lives

Benefits portfolio analytics

1 plan / $2K premiums / 84 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $2K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $2641 slice

Plan deep-dives

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

BEHAVIORALLY 401(K) PLAN

401k

Assets$13.9M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

BEHAVIORALLY, INC.

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BEHAVIORALLY 401(K) PLAN401k$13.9M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509BEHAVIORALLY, INC.Fully InsuredHARTFORD LIFE AND ACCIDENT$2K842025
Retirement plans
Welfare plans
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