Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Short-term disability$452K
- Life$425K
- Long-term disability$338K
- Dental$215K
- +2 more
Filings through .
Sax Advisory Group LLC
EIN 81-2950760accountingLatest filing 2025
Plans
2
Retirement
1
$93.2M assets
Health & Benefits
1
$4.2M premiums
Participants
806
389 INTERPACE PARKWAY, FLOOR 3 - PARSIPPANY, NJ 070541132973-472-6250saxllp.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.2M premiums / 477 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SAX 401(K) PROFIT SHARING PLAN
401(k)
Assets$93.2M
Participants508
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAX LLP WELFARE AND HEALTH PLANS
Fully insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$4.2M
Covered lives477
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAX 401(K) PROFIT SHARING PLAN | 401(k) | $93.2M | 508 | 2025 |
- #001 · 401(k) · 2025508
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAX LLP WELFARE AND HEALTH PLANS | Fully insured | HORIZON HEALTHCARE SERVICES, INC. | $4.2M | 477 | 2025 |
- #501 · Fully insured · HORIZON HEALTHCARE SERVICES, INC. · 2025477
Retirement plans
Health & Benefits plans