Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$494K
- Health$290K
- Short-term disability$290K
- Long-term disability$290K
- Other$290K
- Dental$204K
- +1 more
Sponsor portfolio
RETRIEVER MEDICAL DENTAL PAYMENT
EIN 81-5161611financial servicesLatest filing 2024
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$494K premiums
Participants
664
115 EAST STEVENS AVE STE 300 - VALHALLA, NY 10595609-846-4938retrievermed.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $494K premiums / 491 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA59%
- PRINCIPAL LIFE INSURANCE COMPANY41%
Broker market share
Schedule A broker compensation
61%top
- GA SOLUTIONS LLC61%
- ACRISURE LLC20%
- BRADLEY K BIEL11%
- WORKSITE WHEELHOUSE8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETRIEVER MEDICAL DENTAL PAYMENTS 401(K) PROFIT SHARING
401k
Assets$12.0M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RETRIEVER MEDICAL DENTAL PAYMENTS HEALTH AND WELFARE PLAN
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$494K
Covered lives491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETRIEVER MEDICAL DENTAL PAYMENTS 401(K) PROFIT SHARING | 401k | $12.0M | 345 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RETRIEVER MEDICAL DENTAL PAYMENTS HEALTH AND WELFARE PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $494K | 491 | 2024 |
Retirement plans
Welfare plans