Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$101K
- Life$88K
- Short-term disability$88K
- Long-term disability$88K
- +2 more
Filings through .
Insero Advisors, LLC
EIN 33-2457480Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$27.4M assets
Health & Benefits
1
$1.5M premiums
Participants
304
300 CLINTON SQUARE - ROCHESTER, NY 14604800-232-9547
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.5M premiums / 135 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INSERO ADVISORS, LLC 401(K) PLAN
401(k)
Assets$27.4M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO ADVISORS LLC
Fully insured - EXCELLUS BLUECROSS BLUESHIELD
Premiums$1.5M
Covered lives135
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INSERO ADVISORS, LLC 401(K) PLAN | 401(k) | $27.4M | 183 | 2025 |
- #001 · 401(k) · 2025183
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO ADVISORS LLC | Fully insured | EXCELLUS BLUECROSS BLUESHIELD | $1.5M | 135 | 2025 |
- #503 · Fully insured · EXCELLUS BLUECROSS BLUESHIELD · 2025135
Retirement plans
Health & Benefits plans