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
Sponsor portfolio
SAX LLP
EIN 81-2950760accountingLatest filing 2025
Plans
2
Retirement
1
$77.4M assets
Welfare
1
$4.2M premiums
Participants
744
389 INTERPACE PARKWAY, SUITE 3 - PARSIPPANY, NJ 07054973-554-6150saxllp.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 477 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- HORIZON HEALTHCARE SERVICES, INC.82%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
78%top
- CENTERSTONE INSURANCE AND FINANCIAL78%
- NEW YORK LONG TERM CARE BROKER10%
- NEESENROLL9%
- THE HOTALING GROUP3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAX LLP SAVINGS AND INVESTMENT PLAN
401k
Assets$77.4M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAX LLP WELFARE AND HEALTH PLANS
Fully Insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$4.2M
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAX LLP SAVINGS AND INVESTMENT PLAN | 401k | $77.4M | 446 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans