Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Dental$184K
- Life$184K
- Short-term disability$184K
- Long-term disability$184K
- +2 more
Sponsor portfolio
MAX SURGICAL SPECIALTY MANAGEMENT
EIN 81-2077531hospital & health careLatest filing 2025
Plans
4
Retirement
1
$17.7M assets
Welfare
3
$3.7M premiums
Participants
818
505 MAIN STREET, SUITE 214 - HACKENSACK, NJ 07601518-505-2835max-ssm.comLinkedIn201-500 employeeshospital & health care
Benefits portfolio analytics
3 plans / $3.7M premiums / 693 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
71%top
- ASSUREDPARTNERS71%
- KELLY & ASSOCIATES INSURANCE GROUP25%
- HUB INTERNATIONAL MIDWEST LIMITED2%
- UNKNOWN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MAX SURGICAL SPECIALTY MANAGEM 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$17.7M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MAX SURGICAL SPECIALTY MANAGEMENT HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.0M
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MAX SURGICAL SPECIALTY MANAGEMENT WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.7M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
MAX SURGICAL SPECIALTY MANAGEMENT
Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$14K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MAX SURGICAL SPECIALTY MANAGEM 401(K) PROFIT SHARING PLAN & TRUST | 401k | $17.7M | 406 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAX SURGICAL SPECIALTY MANAGEMENT HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.0M | 396 | 2025 | |
| 502 | MAX SURGICAL SPECIALTY MANAGEMENT WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.7M | 147 | 2024 | |
| 503 | MAX SURGICAL SPECIALTY MANAGEMENT | Fully Insured | FIDELITY SECURITY LIFE INSURANCE COMPANY | $14K | 150 | 2024 |
Retirement plans
Welfare plans