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Sponsor portfolio

ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC

EIN 83-2715493-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$154K premiums
Participants
267
200 PARK AVENUE SOUTH, 8TH FLOOR - NEW YORK, NY 10003212-768-4500
Plans on this EIN
2 filings
#001401k-$16.4M - 167 part#501Mixed-$154K - 197 lives

Benefits portfolio analytics

1 plan / $154K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$143K
  • Dental$131K
  • Life$131K
  • Long-term disability$131K
  • Vision$11K
Total $154K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • METROPOLITAN LIFE INSURANCE COMPANY85%
  • TRANSAMERICA LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE7%
Total $154K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • EKA BROKERAGE SERVICES, INC.72%
  • FNA INSURANCE SERVICES INC28%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN

401k

Assets$16.4M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTMAN GREENFIELD & SELVAGGI, LLP CORPORTE HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$154K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN401k$16.4M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTMAN GREENFIELD & SELVAGGI, LLP CORPORTE HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$154K1972025
Retirement plans
Welfare plans
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