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Sponsor portfolio

LATIUM INVESTMENTS PARTNERSHIP

EIN 74-3007446-Latest filing 2025
Plans
4
Retirement
0
Welfare
4
$4.1M premiums
Participants
330
5005 VETS HIGHWAY - HOLBROOK, NY 11741631-443-4238
Plans on this EIN
4 filings
#501Fully Insured-$4.0M - 389 lives#503Fully Insured-$99K - 361 lives#502Self Funded-0 lives#504Self Funded-0 lives

Benefits portfolio analytics

4 plans / $4.1M premiums / 750 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Vision$3.7M
  • Prescription drug$3.7M
  • Life$229K
  • Short-term disability$229K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK6%
Total $4.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • USI INSURANCE SERVICES LLC69%
  • ASSUREDPARTNERS31%
Total $140K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

LATIUM INVESTMENTS PARTNERSHIP EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LATIUM INVESTMENTS PARTNERSHIP LIFE AND DISABILITY PLAN

Fully Insured - STANDARD LIFE INSURANCE COMPANY OF NEW YORK

Premiums$99K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LATIUM INVESTMENTS PARTNERSHIP HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LATIUM INVESTMENTS PARTNERSHIP FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LATIUM INVESTMENTS PARTNERSHIP EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.0M3892025
503LATIUM INVESTMENTS PARTNERSHIP LIFE AND DISABILITY PLANFully InsuredSTANDARD LIFE INSURANCE COMPANY OF NEW YORK$99K3612024
502LATIUM INVESTMENTS PARTNERSHIP HRA PLANSelf Funded-$002024
504LATIUM INVESTMENTS PARTNERSHIP FSA PLANSelf Funded-$002024
Welfare plans
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