Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.8M
- Other$112K
- Short-term disability$111K
- Long-term disability$87K
- Vision$58K
- Life$7K
Sponsor portfolio
CORFIN HOLDINGS, INC.
EIN 47-5592053Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
1
$41.8M assets
Welfare
1
$8.2M premiums
Participants
1,496
225 BROADHOLLOW ROAD, SUITE 30 - MELVILLE, NY 117474822603-506-7581
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 764 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- AETNA LIFE INSURANCE COMPANY71%
- KAISER FOUNDATION HEALTH PLAN INC26%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- LIAZON BENEFITS INC0%
- WILLIS TOWERS WATSON US 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
CORFIN HOLDINGS, INC. 401(K) PLAN
401k
Assets$41.8M
Participants802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORFIN HOLDING, INC. WELFARE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$8.2M
Covered lives764
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORFIN HOLDINGS, INC. 401(K) PLAN | 401k | $41.8M | 802 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CORFIN HOLDING, INC. WELFARE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $8.2M | 764 | 2024 |
Retirement plans
Welfare plans