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Sponsor portfolio

TALKIATRY

EIN 84-3129198-Latest filing 2025
Plans
2
Retirement
1
$33.6M assets
Welfare
1
$1.3M premiums
Participants
1,212
109 W 27TH ST., SUITE 5S - NEW YORK CITY, NY 10001917-634-5311
Plans on this EIN
2 filings
#001401k-$33.6M - 892 part#501Fully Insured-$1.3M - 374 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$845K
  • Other$223K
  • Dental$221K
  • Life$211K
  • Short-term disability$182K
  • Long-term disability$182K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN3%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $18K1 slice

Plan deep-dives

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

TALKIATRY MANAGEMENT SERVICES 401(K) PLAN

401k

Assets$33.6M
Participants892
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TALKIATRY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TALKIATRY MANAGEMENT SERVICES 401(K) PLAN401k$33.6M8922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TALKIATRY HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M3742025
Retirement plans
Welfare plans
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