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Sponsor portfolio

BANKERS HEALTHCARE GROUP

EIN 65-0376686-Latest filing 2025
Plans
2
Retirement
1
$91.4M assets
Welfare
1
$1.5M premiums
Participants
2,636
201 SOLAR STREET - SYRACUSE, NY 13204315-671-4105
Plans on this EIN
2 filings
#001401k-$91.4M - 1,564 part#501Mixed-$1.5M - 2,013 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,013 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$757K
  • Dental$748K
  • Vision$748K
  • Life$713K
  • Short-term disability$713K
  • Long-term disability$713K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA47%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • COMPSYCH1%
  • AFLAC0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MARSH & MCLENNAN AGENCY LLC70%
  • RICHARD E COTE15%
  • DONALD E BURNS15%
  • JACQUELYN WILLIAMS0%
  • CHARLENE J BECKER0%
  • +3 more
Total $106K8 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

BANKERS HEALTHCARE GROUP, LLC EMPLOYEES' 401(K) RETIREMENT PLAN

401k

Assets$91.4M
Participants1,564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANKERS HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives2,013
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANKERS HEALTHCARE GROUP, LLC EMPLOYEES' 401(K) RETIREMENT PLAN401k$91.4M1,5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANKERS HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.5M2,0132025
Retirement plans
Welfare plans
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