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  2. PORT LIBERTY USA, LLC
Sponsor portfolio

PORT LIBERTY USA, LLC

EIN 47-1713574-Latest filing 2025
Plans
2
Retirement
1
$58.3M assets
Welfare
1
$1.7M premiums
Participants
270
300 WESTERN AVENUE - STATEN ISLAND, NY 10303718-568-1849
Plans on this EIN
2 filings
#002401k-$58.3M - 160 part#501Mixed-$1.7M - 175 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Long-term disability$210K
  • Life$181K
  • Other$181K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • USI INSURANCE SERVICES LLC81%
  • WILLIS TOWERS WATSON US LLC19%
Total $111K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PORT LIBERTY RETIREMENT PLAN

401k

Assets$58.3M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORT LIBERTY USA EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PORT LIBERTY RETIREMENT PLAN401k$58.3M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORT LIBERTY USA EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M1752025
Retirement plans
Welfare plans
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