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Sponsor portfolio

RETAILSTAT LLC

EIN 87-3605004-information services-Latest filing 2024
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$820K premiums
Participants
229
310 EAST SHORE ROAD - GREAT NECK, NY 11023800-789-0123retailstat.comLinkedIn51-200 employeesinformation services
Plans on this EIN
2 filings
#001401k-$14.2M - 130 part#501Mixed-$820K - 99 lives

Benefits portfolio analytics

1 plan / $820K premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$602K
  • Dental$219K
  • Vision$219K
  • Life$219K
  • Short-term disability$219K
  • Long-term disability$219K
  • +1 more
Total $820K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • AETNA LIFE INSURANCE COMPANY73%
  • PRINCIPAL LIFE INSURANCE COMPANY27%
Total $820K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BRIO BENEFIT CONSULTING INC68%
  • PROFESSIONAL GROUP PLANS INC32%
Total $55K2 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

RETAILSTAT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$14.2M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETAILSTAT LLC HEALTH & WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$820K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETAILSTAT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$14.2M1302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETAILSTAT LLC HEALTH & WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$820K992024
Retirement plans
Welfare plans
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