Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$580K
- Other$165K
- Life$139K
- Long-term disability$139K
- Dental$97K
Sponsor portfolio
ROYCE & ASSOCIATES GP, LLC
EIN 36-4833044Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$122.1M assets
Welfare
1
$842K premiums
Participants
223
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $842K premiums / 91 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- SYMETRA LIFE INSURANCE COMPANY69%
- SUN LIFE ASSURANCE COMPANY OF CANADA31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$122.1M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROYCE AND ASSOCIATES, GP
Mixed - FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK
Premiums$842K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | 401k | $122.1M | 131 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROYCE AND ASSOCIATES, GP | Mixed | FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK | $842K | 91 | 2025 |
Retirement plans
Welfare plans