PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Corfin Holdings, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Corfin Holdings, Inc.

EIN 47-5592053-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$87.9M assets
Health & Benefits
1
$9.5M premiums
Participants
1,919
225 BROADHOLLOW ROAD, SUITE 30 - MELVILLE, NY 117474822603-506-7581
Plans on this EIN
2 filings
#001401(k)-$87.9M - 1,219 part#501Mixed-$9.5M - 1,166 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $9.5M premiums / 1,166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.9M
  • Other$280K
  • Short-term disability$168K
  • Life$156K
  • Long-term disability$117K
  • Vision$52K
Total $9.5M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CORFIN HOLDINGS, INC. 401(K) PLAN

401(k)

Assets$87.9M
Participants1,219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CORFIN HOLDING, INC. WELFARE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$9.5M
Covered lives1,166
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CORFIN HOLDINGS, INC. 401(K) PLAN401(k)$87.9M1,2192025
  • CORFIN HOLDINGS, INC. 401(K) PLAN$87.9M
    #001 · 401(k) · 20251,219

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CORFIN HOLDING, INC. WELFARE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$9.5M1,1662025
  • CORFIN HOLDING, INC. WELFARE BENEFITS PLAN$9.5M
    #501 · Mixed · AETNA LIFE INSURANCE COMPANY · 20251,166
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica