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Sponsor portfolio

UNCLE G'S MANAGEMENT CORP

EIN 33-1139669-computer software-Latest filing 2024
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$346K premiums
Participants
2,083
225 OLD COUNTRY ROAD, NORTH WING, SU - MELVILLE, NY 11747516-420-0126LinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$3.8M - 1,640 part#501Mixed-$346K - 900 lives

Benefits portfolio analytics

1 plan / $346K premiums / 900 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$226K
  • Vision$226K
  • Life$102K
  • Other$41K
  • Short-term disability$18K
Total $346K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • ANTHEM LIFE INSURANCE COMPANY65%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY23%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • AFLAC5%
Total $346K4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MULTIPLE BROKERS71%
  • NFP INSURANCE SERVICES INC17%
  • GALLAGHER BENEFIT SERVICES, INC.8%
  • MULITPLE BROKERS2%
  • ANTHONY BERTRAMI1%
  • +1 more
Total $90K6 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

UNCLE G'S MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.8M
Participants1,640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNCLE G'S MANAGEMENT CORP D/B/A UNCLE GUISEPPE'S MARKETPLACE HEALTH & WELFARE BENEFIT PLAN

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$346K
Covered lives900
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNCLE G'S MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST401k$3.8M1,6402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNCLE G'S MANAGEMENT CORP D/B/A UNCLE GUISEPPE'S MARKETPLACE HEALTH & WELFARE BENEFIT PLANMixedANTHEM BLUE CROSS AND BLUE SHIELD$346K9002024
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