Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$442K
- Dental$150K
- Vision$150K
- Life$150K
- Short-term disability$150K
- Long-term disability$150K
- +1 more
Sponsor portfolio
SUZY, INC.
EIN 45-2873420market researchLatest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$796K premiums
Participants
462
228 PARK AVE S PMB 85529 - NEW YORK, NY 100031502646-237-3692suzy.comLinkedIn201-500 employeesmarket research
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $796K premiums / 217 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- UNITEDHEALTHCARE INSURANCE COMPANY75%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
Broker market share
Schedule A broker compensation
100%top
- RUSSELL J CARPENTIERI100%
- NEW YORK RHB, 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
SUZY, INC. 401(K) PLAN
401k
Assets$17.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUZY, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed - GUARDIAN
Premiums$796K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUZY, INC. 401(K) PLAN | 401k | $17.4M | 240 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUZY, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | GUARDIAN | $796K | 217 | 2025 |
Retirement plans
Welfare plans