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Sponsor portfolio

LONGBRIDGE FINANCIAL LLC

EIN 46-0530020-financial services-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$883K premiums
Participants
997
61 SOUTH PARAMUS ROAD, SUITE 500 - PARAMUS, NJ 07652201-477-0869longbridge-financial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$29.7M - 506 part#501Fully Insured-$883K - 491 lives

Benefits portfolio analytics

1 plan / $883K premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$311K
  • Dental$308K
  • Life$271K
  • Long-term disability$271K
  • Health$245K
  • Prescription drug$245K
  • +2 more
Total $883K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
  • SYMETRA LIFE INSURANCE COMPANY22%
  • UNITEDHEALTHCARE INSURANCE COMPANY20%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK13%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
Total $883K5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • TITAN INS & EMPLOYEE BENEFITS73%
  • FNA INSURANCE SERVICES INC21%
  • TITAN INSURANCE & EMPLOYEE BENEFITS4%
  • U.S. EMPLOYEE BENEFITS SERVICES GRO1%
  • STEALTH PARTNER GROUP LLC1%
Total $330K5 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

LONGBRIDGE FINANCIAL LLC 401(K) PROFIT SHARING PLAN

401k

Assets$29.7M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LONGBRIDGE FINANCIAL LLC

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$883K
Covered lives491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LONGBRIDGE FINANCIAL LLC 401(K) PROFIT SHARING PLAN401k$29.7M5062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LONGBRIDGE FINANCIAL LLCFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$883K4912025
Retirement plans
Welfare plans
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