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  2. SANDATA TECHNOLOGIES, LLC
Sponsor portfolio

SANDATA TECHNOLOGIES, LLC

EIN 27-2047041-computer software-Latest filing 2024
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$3.7M premiums
Participants
527
270 DUFFY AVENUE, UNIT 266A - HICKSVILLE, NY 11801516-484-4400sandata.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$31.6M - 370 part#503Mixed-$3.7M - 233 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$3.6M
  • Other$122K
  • Long-term disability$15K
  • Life$7K
Total $3.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK2%
  • SHELTERPOINT LIFE INSURANCE COMPANY1%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • CORPORATE SYNERGIES GROUP LLC39%
  • RSC INSURANCE BROKERAGE INC34%
  • ASSUREDPARTNERS15%
  • GCG FINANCIAL LLC7%
  • SELMAN & COMPANY, LLC6%
Total $42K5 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

SANDATA, LLC 401(K) SALARY SAVINGS PLAN

401k

Assets$31.6M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SANDATA HEALTH AND WELFARE PLAN

Mixed - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$3.7M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANDATA, LLC 401(K) SALARY SAVINGS PLAN401k$31.6M3702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SANDATA HEALTH AND WELFARE PLANMixedANTHEM BLUE CROSS BLUE SHIELD$3.7M2332024
Retirement plans
Welfare plans
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