Sponsor portfolioTH

ACTIVE RETIREMENT COMMUNITY, INC.

EIN 31-1631439medical practiceLatest filing 2025

Plans

Retirement

$11.6M assets

Welfare

$2.5M premiums

Participants

604

1 JEFFERSON FERRY DRIVE - SOUTH SETAUKET, NY 117204707631-650-2600LinkedIn201-500 employeesmedical practice

Plans on this EIN

2 filings

#001403b-$11.6M - 437 part #505Fully Insured-$2.5M - 243 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.4M
Dental$2.4M
Other$148K
Life$142K
Short-term disability$142K
Long-term disability$142K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

93%top

AETNA LIFE INSURANCE COMPANY93%
RELIANCE STANDARD LIFE INSURANCE COMPANY6%
SHELTERPOINT LIFE INSURANCE COMPANY1%
ESI EMPLOYEE ASSISTANCE GROUP0%

Broker market share

Schedule A broker compensation

Split broker

99%top

CORPORATE SYNERGIES GROUP LLC99%
FOUNDATION RISK PARTNERS CORP1%
CENTRO BENEFITS RESEARCH LLC0%

Plan deep-dives

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

Retirement#001

ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN

403b

Assets$11.6M

Participants437

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#505