Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Dental$459K
- Vision$459K
- Life$459K
- Other$459K
Sponsor portfolio
STONY BROOK BUSINESS VENTURES, LLC
EIN 27-3466435Latest filing 2025
Plans
2
Retirement
1
$83.4M assets
Welfare
1
$7.1M premiums
Participants
3,424
500 COMMACK ROAD, SUITE 206 - COMMACK, NY 11725631-615-8264sbbusinessventures.orgLinkedIn201-500 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.1M premiums / 748 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
66%top
- K.I.S ASSOCIATES, LLC66%
- CENTERSTONE INSURANCE AND FINANCIAL34%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STONY BROOK BUSINESS VENTURES, LLC 401(K) PLAN
401k
Assets$83.4M
Participants2,668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STONY BROOK BUSINESS VENTURES, LLC HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.1M
Covered lives748
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONY BROOK BUSINESS VENTURES, LLC 401(K) PLAN | 401k | $83.4M | 2,668 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STONY BROOK BUSINESS VENTURES, LLC HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $7.1M | 748 | 2025 |
Retirement plans
Welfare plans