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Sponsor portfolio

MAESTRO FINANCIAL SOLUTIONS, LLC

EIN 85-4218816-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$12.0M assets
Welfare
2
$1.5M premiums
Participants
482
9 BRENTWOOD DRIVE - NORTH CALDWELL, NJ 07006732-233-9616
Plans on this EIN
3 filings
#001401k-$12.0M - 204 part#501Fully Insured-$1.3M - 125 lives#502Fully Insured-$220K - 243 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$220K
  • Vision$220K
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HORIZON HEALTHCARE SERVICES, INC.85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • SAVOY ASSOCIATES66%
  • GCG FINANCIAL LLC16%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
  • DONALD C SAVOY INC9%
Total $100K4 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

MAESTRO FINANCIAL SOLUTIONS, LLC INCENTIVE SAVINGS PLAN

401k

Assets$12.0M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TROVE MEDICAL PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC

Premiums$1.3M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TROVE ANCILLARY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$220K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAESTRO FINANCIAL SOLUTIONS, LLC INCENTIVE SAVINGS PLAN401k$12.0M2042024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TROVE MEDICAL PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC$1.3M1252024
502TROVE ANCILLARY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$220K2432024
Retirement plans
Welfare plans
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