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Sponsor portfolio

REGIONAL MSO LLC

EIN 46-5155055-government administration-Latest filing 2024
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$1.5M premiums
Participants
88
360 BARD AVE. - STATEN ISLAND, NY 10310718-876-2000LinkedIn1-10 employeesgovernment administration
Plans on this EIN
2 filings
#001401k-$9.6M - 88 part#505Fully Insured-$1.5M - 180 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$19K
  • Other$19K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CORPORATE SYNERGIES GROUP LLC96%
  • MARIE H COLE4%
  • WAG NY INC0%
Total $63K3 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

REGIONAL MSO LLC SAVINGS PLAN

401k

Assets$9.6M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

REGIONAL MSO LLC GROUP HEALTH INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REGIONAL MSO LLC SAVINGS PLAN401k$9.6M882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505REGIONAL MSO LLC GROUP HEALTH INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1802024
Retirement plans
Welfare plans
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