Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$30K
- Dental$19K
- Vision$19K
- Life$10K
- Short-term disability$10K
- Long-term disability$10K
Sponsor portfolio
THE EXPERT INSTITUTE
EIN 27-3779761legal servicesLatest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$30K premiums
Participants
413
30 BROAD STREET, 44TH FLOOR - NEW YORK CITY, NY 10004646-723-5825expertinstitute.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $30K premiums / 168 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA98%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
59%top
- BENNIE INSURANCE, LLC59%
- PROFESSIONAL GROUP PLANS INC40%
- MARSH & MCLENNAN AGENCY LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE EXPERT INSTITUTE RETIREMENT TRUST
401k
Assets$10.7M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE EXPERT INSTITUTE HEALTH AND BENEFITS WELFARE PLAN
Mixed - PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY
Premiums$30K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE EXPERT INSTITUTE RETIREMENT TRUST | 401k | $10.7M | 245 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE EXPERT INSTITUTE HEALTH AND BENEFITS WELFARE PLAN | Mixed | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $30K | 168 | 2025 |
Retirement plans
Welfare plans