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Sponsor portfolio

GENESIS RESEARCH LLC

EIN 27-2460647-research-Latest filing 2024
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$1.6M premiums
Participants
305
111 RIVER STREET, SUITE 1120 - HOBOKEN, NJ 07030201-800-2265genesisrg.comLinkedIn201-500 employeesresearch
Plans on this EIN
2 filings
#001401k-$14.7M - 176 part#501Fully Insured-$1.6M - 219 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$176K
  • Dental$161K
  • Vision$161K
  • Life$161K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HORIZON HEALTHCARE SERVICES, INC.89%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ADVOCATE, INC.67%
  • CENTERSTONE INSURANCE AND FINANCIAL33%
Total $195K2 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

GENESIS RESEARCH 401(K) PLAN

401k

Assets$14.7M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENESIS RESEARCH HEALTH AND WELFARE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$1.6M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENESIS RESEARCH 401(K) PLAN401k$14.7M1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENESIS RESEARCH HEALTH AND WELFARE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$1.6M2192024
Retirement plans
Welfare plans
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